Serving you from CLAREMONT, CA

Webinars

Discover the keys to financial security and gain valuable insights from our team by attending our informative webinars, designed to cover important financial topics and help you achieve your long-term goals.

Upcoming

Financial Education Events & Webinars

Coming Soon

Income Strategies and Wealth Management for Retirees

Do you have questions about how to turn your retirement portfolio into everyday income? Learn more about income-generating strategies and wealth management techniques that can help you achieve your unique retirement goals.

Location Claremont, CA

Coming Soon

Finance and Wealth Management for Young Entrepreneurs

Starting your own business is hard. Our latest webinar is here to help. Sign up now for valuable insights about how to choose the right business structure, balance your business and personal finances, save for the future, and build wealth over time.

Location Claremont, CA

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Get Started

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.

Location

540 W. Baseline Road, #10
Claremont, CA 91711

Hours

M-F, 8:00 AM – 5:00 PM

Client Support

Phone: 909.626.1642
Fax: 909.626.1529
Email: fdc@fdcadvisors.com

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Keep up to date by subscribing to our monthly financial articles and quarterly newsletter.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. ...Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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