Education | Action | Awareness

 

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 that 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

Give us a call at (607) 257-4645

 

Our highlighted newletter for this month: Mistakes People Make at Different Ages...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 your financial goals is to discover each individual's unique financial needs. We look at the whole picture, 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. Your financial strategy requires your participation. Our focus is not just financial management. We plan with your whole life in our 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 Equitable 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 Equitable 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:

FILL OUT A FRESH PROFILE
 
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 Equitable Advisors

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