facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Tailoring Your Financial Planning Needs

Get Started Today    Regarding COVID-19

DOES YOUR FINANCIAL PLAN MEASURE UP?

By Design Financial Services specializes in structuring financial complexities, planning and charting probabilities. We offer The Lifestyle Design Process™ to assist women and their families to draw up a complete, custom financial plan that perfectly suits their lifestyle and financial situation.

TAKE PART IN THE FITTING

In order to get the fit you want, you have to participate in the process.  Questions need to be asked.  Will this plan get me through my retirement?  Will it fit even as my family's needs change? Can I make adjustments as circumstances change? What if I make less money in the future?  What if I make more?

The The Lifestyle Design Process™  assists you when drawing up your own, custom financial plan. Each part is discussed with you, in detail.  You decide, with confidence, how you want it to look when complete.  Your needs and circumstances determine the fit for your financial plan.  Are you prepared to sacrifice your financial future and the future of your family by selecting an "off the rack" solution?


BY DESIGN:   A PERFECT FINANCIAL PLANNING FIT

Your needs and circumstances determine the fit for your financial plan. Are you prepared to sacrifice your financial future and the future of your family by selecting and "off the rack" solution?

ONE SIZE ---  YOUR SIZE

At By Design Financial Services, one size does not fit all.  Brian Ward's chosen specialization is building tailor-made financial strategies and plans regardless of the size or shape of your financial situation.

CHOOSE SMART  NOT FANCY

Who has time for details and adornments that don't apply to your situation?  You are setting goals for your retirement independence, children's education, family security, and the financial legacy through estate and succession planning.  This kind of plan design has to be smart because it has to work for you - a solid plan with a smart, tailored fit - not something that is going to look great but never get used.

IT REALLY IS...  ALL ABOUT YOU

Making money is good - investing it wisely is even better.  Plus, you want to take advantage of every opportunity to reduce taxes.  A second-hand plan isn't good enough.  You need an investment and tax-planning strategy that is designed around you, and your particular situation.  You need a trusted advisor that can make adjustments as needs change.

LIFE-STYLED  DESIGN

Your financial future is too important to leave to just anyone.  You need a plan - styled to your needs and designed for your life. By Design Financial Services isn't just any financial services company.  For more than 25 years, we have become a valuable resource to clients just like you.  We are independent advisors, compassionate, smart, financial experts who believe in life-styled financial planning for men, women, and families.


Does your financial plan measure up?

Use our Interactive Financial Scorecard to find out. Host an exclusive lunch presentation to learn more. Get your financials in shape this year. 

FIND OUT HOW

Our Latest Insights & Articles

Loading Posts...

READ MORE ARTICLES