Financial Designs Ltd.

Financial ServicesColorado, United States11-50 Employees

Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies.

We bring a high level of experience and a collaborative team approach to meeting clients'​ needs, many of whom we've served since our founding more than 50 years ago. We utilize our experience to navigate the ever-changing tax and regulatory environment, while helping deliver innovative, cost-effective financial solutions to our clients.

As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel. 

Financial Designs'​ spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations.

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• The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated. CA Insurance License #0L28049

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