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Craft Your
Legacy

Providing an Exceptional client experience Since 1983

Planning Throughout The Life Cycle, To Enjoy Your Financial Freedom
And Share It With The Next Generation.

Meet the Team

THE FINANCIAL DESIGN RESOURCE GROUP ADVANTAGE

With Financial Design Resource Group, you will have exclusive, unique access to a multidisciplinary team of experienced, highly skilled and top-credentialed financial professionals. We work in coordination to pursue the fulfillment of your goals through customized wealth management and financial planning. We can be your first point of contact for any financial questions or concerns. Our goal is to educate and empower you through a long-term, generational relationship. For over 40 years, we have maintained our reputation in the industry and the community by placing our clients’ needs first. Experience the Financial Design Resource Group advantage, as we lead you along your financial journey.

Align: Every facet of your financial life should work as a synchronized effort towards your goals.
Protect: Through insurance, strategize to safeguard your assets and insulate them from risk.
Grow: Seek out potential to nurture your wealth.

Wealth Management

Wealth Management

Create an investment strategy that's right for you.

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Financial Planning

Financial Planning

Steps to consider, to pursue the retirement you want.

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Insurance Services

Insurance Services

Manage your affairs during your lifetime and beyond.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Financial Design Resource Group Blog

Looking for an informative read that will provide you with valuable insights?

Blog Posts

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

THREE COMMON FAQS

  • Wealth Management

    What does it mean to diversify investments?

    Diversify Your Investments. Diversification can be neatly summed up as, “Don’t put all your eggs in one basket.”. The idea is that if one investment loses money, the other investments will make up for those losses. It can improve the chances that you won’t lose money, or that if you do, it won’t be as much as if you weren’t diversified. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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  • Financial Planning

    What is the main purpose of a financial plan?

    Having a written financial plan gives you a measurable goal to work toward. Because you can track your progress, you can address any doubt or uncertainty about your decisions and make adjustments to help overcome obstacles that could derail you.

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  • Insurance Services

    What is a good amount of life insurance?

    Rule of thumb: Most financial planners recommend an amount 10-15x your current income but should be evaluated on your specific needs and goals. Life insurance rates are influenced by a number of factors, but your health has the biggest impact on the final cost.

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