Financial Designs Ltd.

Description

• Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies.We bring a high level of expertise and a collaborative team approach to meeting clients' needs, many of whom we've served since our founding more than 40 years ago. We utilize our expertise to navigate the ever-changing tax and regulatory environment, while delivering innovative, cost-effective financial solutions to our clients. As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel. Our more than 250 client families in the Rocky Mountain region understand they must have effective and ongoing representation for their life insurance portfolios. They rely on Financial Designs for their expertise and advocacy.Financial Designs' spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations.Securities Offered through M Holdings Securities, Inc.,A Registered Broker/Dealer. Member FINRA/SIPC.Financial Designs Ltd. is independently owned and operated.
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  Headquarters:7979 East Tufts Avenue Suite 1550, Denver, Colorado, United States

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  Phone Number: +1 303-832-6100

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  Website: https://www.fdltd.com

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  Employees:32

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  Revenue:$1 - 10M

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  Legal Name:Financial Designs Ltd.

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• |  NAICS Code: 524210  |

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