Financial Designs Ltd.
Financial ServicesColorado, United States11-50 Employees
Financial Designs Ltd. is a financial services firm specializing in specialty insurance advisory services, with a focus on wealth transfer planning for families with multi-generational wealth and on executive benefits and business planning for owners and key employees of large privately held and public companies. Founded in 1970, the firm emphasizes its experience and a collaborative approach to serving clients, including navigating the evolving tax and regulatory environment. The company is based in Denver, Colorado, at 7979 East Tufts Avenue Suite 1550. As a leading Member Firm of M Financial Group, FDL offers institutionally priced insurance products available through that network. The firm has 11 to 50 employees.