Financial Design Group is an independent, comprehensive financial services firm committed to helping our clients improve their long-term financial success. As an independent company we offer a variety of products and services from some of the strongest and most respected companies in the industry. Financial Design Group specializes in offering comprehensive wealth management tailored to the unique needs of the individuals and businesses we serve. The firm is headquartered in Toledo, OH with additional office locations in Phoenix and Yuma, AZ; Warsaw, IN, and Covington, KY.
Who we Serve
Our advisors have the experience, expertise, and resources to provide you with the guidance regardless of how complex or simplistic your needs are. Some of our practice specialties include:
- Working with business owners to coordinate their personal and business planning
- Investment and Portfolio Management for individuals, corporations, charities, foundations, and trusts.
- Retirement Income Strategies
- Financial Planning
- Risk Management and Insurance Strategies
- Business Transition and Continuation Strategies
- Business Problem Solving
- Estate Planning
- Families with Special Needs
- Families facing challenges of divorce, death or disability in the family, or inheritance
- Individuals that need to convert assets (from sales of business, lawsuit, settlement, or inheritance) into a stream of income