With more than five decades of experience, Financial Designs Ltd. helps individuals, families, and companies achieve financial goals through sophisticated wealth transfer, insurance advisory, and executive benefits solutions. As a Member Firm of M Financial Group, our clients have exclusive access to proprietary insurance products that are unavailable through traditional channels.
Transferring wealth to the next generation is a complex and sensitive process that raises many questions. The work involved in overseeing a successful business is never done.
Transferring wealth to the next generation is a complex and sensitive process that raises many questions. The work involved in overseeing a successful business is never done.
Services
Based in Denver, Colorado with a nationwide client base, Financial Designs Ltd. (FDL) is a recognized leader in wealth transfer planning for families of multi-generational wealth, and executive benefits planning for owners and key executives of large, privately held and public companies. Our planning process involves collaboration with all our clients' key advisors.
Transferring wealth to the next generation is a complex and sensitive process that raises many questions. Taking all questions, concerns, and possible solutions into account, we work with families to create customized plans to bridge generational wealth. Integrate charitable strategies to create a philanthropic legacy consistent with your goals.
Insurance is a powerful estate and business planning tool. However, choosing the right life insurance plan can be complicated. For more than fifty years we have guided families and businesses through this process as a trusted confidante. When is term insurance better than permanent insurance, and is diversification important?.
How can you manage compensation and benefit costs while providing attractive, comprehensive packages for talented executives?. The right total rewards programs will not only help recruit and retain key executives, but also align their interests with your company interests and fairly compensate them at the same time.
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