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February 11, 2012 @ 08:04 PM

Dow Jones Industrials 12,801.23- 89.23
Nasdaq Composite 2,903.88- 23.35
S&P 500 1,342.64- 9.31

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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

 

Newsletters

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Put It in Writing

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.

Keeping Pace with Social Security

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.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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