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About Us

Our Company

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.

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals. Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Who we Serve

Our financial professionals 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
  Contact us for a free, no obligation consultation. 
 
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
 
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Additional info

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Contact info

  •   3230 Central Park West suite 100, Toledo, Ohio 43617
  •   (419) 843-4737
  •   service@fdgonline.com

Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

We have various representatives that are licensed and registered to conduct business in the following states: AK, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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