Financial Designs Wealth Strategies
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10/14/2024
Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.
Future-Ready: Saving for Your Child’s Education Success You already know the importance of saving and planning. Watch our guide and discover strategies to help you prepare for your children's future educational ex...
Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".
10/08/2024
Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial planning, the right choices today can set you up for success tomorrow. Take charge of your future—start by understanding and utilizing your benefits. Contact me today and I can help you maximize your benefits
Check out LPL Financial Research's Weekly Commentary on the market: "Gold Rally is No Flash in the Pan".
Check out LPL Financial Research's Weekly Commentary on the market: "Policy Crosscurrents: Potential Market Impacts".
09/19/2024
Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the right financial strategies. Start planning today for peace of mind tomorrow. Contact me now to explore your options and help secure your family's well-being!
Check out LPL Financial Research's Weekly Commentary on the market: "Election Implications on the Municipal Market".
09/16/2024
Your children's education is an important investment. We put together this guide to give an overview of strategies that can help you save for future educational costs. Read on then reach out so we can discuss your goals for your family's future and make sure your plans are set up to support them.
Education Savings: How parents can plan for the future A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.
Check out LPL Financial Research's Weekly Commentary on the market: "Second Quarter Earnings Recap: Good, Not Great".
Check out LPL Financial Research's Weekly Commentary on the market: "Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict".
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Our Story
At Financial Designs Wealth Strategies we help people find their Financial Independence. Based in Ithaca, NY, we provide Comprehensive Financial Planning and Advising, Life Insurance, Disability Income Insurance, Annuities, Investments, Business Planning including Succession Strategies, and Retirement Planning including Long Term Care Insurance.
Not sure where to start? Give us a call today and we will answer any of your questions!
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Telephone
Address
950 Danby Road, Ste 230
Ithaca, NY
14850
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |