Kevin Shreve is a veteran financial planner, with over 40 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.
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:
NEW! - Kevin has been working hard to put together articles for his clientsFill out a fresh Client ProfileDo You have an appointment coming up? Check out our Client Review Check List!See Our 2023 Tax FactsSchedule time on Kevin's Calander
For Finger Lakes residents, the dropping temperatures, days of snowfall, and long nights signify winter, but 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.
Does Money Make You Nervous? 6 Steps to Becoming Financially Confident
5 Quick-Hit Personal Finance Tips To Help You Invest in Yourself
Give us a call at (607) 257-4645
Our highlighted newsletter for this month:Making Yourself Financially Secure as a Millenial
Financial Consultant CLU, ChFC | Retirement Planning Specialist
Client Services Manager