Our Services

Individuals: Fee Based Financial Planning, Estate Planning, Financial Advising, Mutual Funds, Stocks, Bonds, Annuities,  Life Insurance, Disabililty Insurance, Long Term Care Insurance. Businesses: Executive Benefit Planning, Group Insurance, Pension, 401(k) , 403(b), and Pension Planning.

Financial Designs Wealth Strategies provides financial services to individuals and small businesses focusing on Estate* and Retirement Planning, and Employee benefits. We have been doing business in the Fingerlakes area of Upstate New York, Ithaca, since 1990. Our professionals have over 30 years experience in the field.

For more information, see the individual biography of Kevin Shreve  in our "Associates" page.

 

*Funded through the use of life insurance and other financial products.