Customized Financial Strategies Designed Just For You.
Our team of highly qualified advisors are here to help you understand where you are, visualize where you want to go, and design a retirement blueprint to help you get there. With our customized financial strategies, you never have to worry about cookie-cutter recommendations that don’t align with your needs.
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Southern California Edison & SoCal Gas Employees
We understand the unique challenges facing employees in the energy industry, and we have experience helping SCE and SoCalGas employees navigate their finances with confidence. If you’ve got questions about your employee benefits package, or what to do with your 401(k), the Financial Designs team is here to help.
Pre-Retirees & Retirees
Do you have a blueprint for retirement? At Financial Designs, we believe that everyone deserves to live the retirement of their dreams. Whether you’ve already retired or you’re in the home stretch, we’re here to help you make your ideal retirement lifestyle a reality. From qualified plan distributions and Social Security claiming decisions, to retirement withdrawal strategies and customized asset allocations, the Financial Designs Retirement Blueprint will address all your financial needs.
Our service-oriented process will help you reach your goals in just 3 easy steps.
Schedule a meeting; together, we’ll discover what your ideal future looks like.
We’ll evaluate your current financial situation and develop recommendations to meet your long-term needs.
You’ll receive a customized Financial Designs Retirement Blueprint designed to help you pursue your unique financial goals.
Stay In The Know
Looking for more information? Keep up to date by subscribing to our monthly financial articles and quarterly newsletter. With Financial Designs, you’ll never miss the latest updates.
Helping You Pursue Your Financial Goals
As a family-run firm, we have decades of experience helping clients reach their financial goals, and we pride ourselves on our cohesive, competent, and customized approach to financial planning and active investment management. Our highly qualified advisors have earned the respected CERTIFIED FINANCIAL PLANNER™ designation. Learn more about what this means and how it helps us provide better service to you, our clients.
Don't wait to start planning.
Your ideal financial future is just around the corner. Reach out to us today to learn more about our customized financial strategies designed just for you.