What's New at Financial Designs Wealth Strategies?

Spring, Start of Spring, First Day, Spring Season, Ithaca Spring, Lake View, Hills

IT'S TIME FOR NEW FINANCIAL OPPORTUNITIES & BEGINNINGS!

For many of us, the escalating temperatures, melting snow, and the greenery around us not only signify that the spring is right around the corner, but also, it is the perfect time to clean our houses as well. This is also an ideal time to consider organizing and planning for our future finances

Take a peek at the links below, or set up a time to meet…we’re always here to help!

 

7 Tips for Financial Spring Cleaning...CLICK HERE

5 Spring Financial Tips for Small BusinessesCLICK HERE

5 Tips to Sell Your Home this Spring...CLICK HERE

 

Our highlighted newletter for this month: Mistakes People Make at Different Ages...CLICK HERE

For more information and personal guidance, give us a call at (607) 257-4645

 

Financial Advisor Career, Financial Advisor Training, Job Opportunities in Ithaca, Financial Advisor Job in Ithaca, AXA Job in Ithaca, Investment Career in Ithaca, Ithaca Jobs, Entry Level Jobs in Ithaca

 We’re growing our team and looking for
motivated professionals

Are you a job seeker or ready for a career change? For years, our financial professionals have taken the "human approach" to helping their clients safeguard their families’ finances and provide retirement advice. Explore our Job Opportunities...CLICK HERE

 


WHAT WE DO & WHO WE ARE

At Financial Designs Wealth Strategies, we provide advice and solutions through the lens of our client’s financial goals and objectives.

Our principle agent Kevin Shreve , believes the key to achieving financial goals is to discover each client’s unique and individual financial needs. We look at the whole picture, get everything on the table, and help you find a path to solutions that are right for YOU. Our team approach to financial service includes Kevin, his staff, and most importantly, the client. Our focus is not just financial management, but planning with your whole life in perspective so you can make confident financial decisions and tackle financial stress… as if you’ve had a life time of education and experience.

We provide financial expertise in planning for following areas:

LIFE TRANSITIONS

  • marriage
  • growing families
  • higher education
  • home ownership
  • death or disability
  • long term care
  • divorce
PRODUCT SOLUTIONS
  • comprehensive financial planning & advising*
  • retirement planning
  • estate planning
  • investments
  • life insurance
  • annuities
  • business planning including succession strategies

Kevin Shreve is a veteran financial planner, with over 30 years of experience. He has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate through the Retirement Planning Program at The Wharton School, and continues to build on that knowledge. Kevin is one of the select financial professionals nationwide to complete an advanced wealth management curriculum through the AXA Advisors Institute Program, hosted on the Harvard University campus in Cambridge, Massachusetts.

We are dedicated to helping clients protect and build on what they have worked their lives to achieve. Our integrity and commitment to excellence in all that we do are your assurance of the highest standard of service.


FOR YOUR CONVENIENCE, EXPLORE THESE QUICK LINKS:

If your new to Financial Designs Wealth Strategies, or need to fill out a fresh client profile? CLICK HERE

Do You have an appointment coming up? For our Client Review Check List... CLICK HERE

Would you like us to contact you? CLICK HERE

Do you need to sign up for an appointment? CLICK HERE

Thank you for visiting our site, please feel free to contact us for any reason.

We proudly support the local community.

 

* Financial Plans are offered through AXA Advisors, LLC

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania