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Experienced Financial Advisors

Life Happens. Goals Change.
YOUR FINANCIAL PLANS SHOULD BE FLEXIBLE
ENOUGH TO CHANGE, TOO.

 

Build the right financial design. With the right financial services. For the right purposes.

Life requires a blueprint for making smart financial choices and preparations, unique to your plans and goals.

Our financial advisors are here to help.

What is your life stage?

Executive Image Circle

High-Income Earners

Are you a business owner or corporate executive looking to take full advantage of the financial planning opportunities that are available to you? There’s a wealth of strategies out there once you get beyond the basics of saving in a 401(k) or IRA.

Business owners need to choose the right retirement plan for themselves and their employees.

Corporate executives need to wade through their options with their pensions, stock options, and other executive benefits. We help you make informed financial decisions.

I want to know more about:

Saving for Retirement, Taxes, Investments, Insurance, Pensions, Stock Options, Deferred Compensation, Financial Advisors

Near Retiree Image Circle

Nearing Retirement

You’ve done the hard work saving for retirement. The question you’re facing now is, “How are we going to use these savings in retirement?” Getting the most out of your retirement savings requires careful income and tax planning.

Strategies such as Roth conversions, maximizing Social Security, and Medicare planning can help extend how long your savings last.

Your legacy is also important, whether that means leaving money for your heirs or supporting charitable endeavors that you're passionate about.

I want to know more about:

Retirement Income Planning, Charitable Giving, Taxes, Pensions, Stock Options, Wealth Management, Investments, Financial Advisors

Financial Design Studio Financial Advisor Deer Park

Trusted Financial Advisors

We are Financial Design Studio: a team of financial advisors with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions.

We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.

Financial Advisor Associations & Certifications

Member of AICPA - American Institute of CPAs
XY Planning Network - Fee Only Financial Advisors
Intuit QuickBooks - Certified ProAdvisor
IRS Enrolled Agent Certificate
CFP™ - Certified Financial Planner Certificate
NAPFA Logo
FPA proud member

Questions? Ready to Get Started?

Schedule a quick call or send a note to our financial advisors.

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