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May 20, 2012 @ 05:31 PM

Dow Jones Industrials 12,369.38- 73.11
Nasdaq Composite 2,778.79- 34.90
S&P 500 1,295.22- 9.64

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Our objective is to help clients achieve their financial goals

At Financial Designs, helping individuals and businesses keep their financial promises to their families and employees is a commitment we made a long time ago, and everything we do in our practice serves to uphold that commitment.

Kevin Shreve ,of Financial Designs, believes that the key to helping clients achieve their financial goals is to view each client as a unique individual with unique financial needs. Our team approach to financial services includes Kevin and his staff, and most importantly, the client. Together, we help clients identify their financial goals, then offer the support and advice they need to commit to achieving those goals.

Kevin Shreve has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

To help craft strategies for each client's financial needs, we offer a variety of financial protection and asset accumulation products and services, including:

  • comprehensive financial planning*
  • life insurance
  • disability income insurance
  • annuities
  • investments
  • business planning including succession strategies
  • retirement planning including long term care insurance

We are dedicated to helping clients protect and build 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.

By browsing through our site you can learn more about us and these products and services. Please take the time to visit our personal biographies so you can learn more about our backgrounds. Thank you for visiting our site. Please feel free to contact us for any reason.

* Financial Plans are offered through AXA Advsiors, LLC

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

 

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A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

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