Financial Design Agency of Ohio
Investing in Relationships
Our roadmap, to manage our client’s retirement plans successfully, is to take a process-oriented approach by first seeking to understand our clients. This is the foundation and key to designing a customized plan to help meet their overall needs and goals.
We at the Financial Design Agency of Ohio review current retirement benefits, deferral percentages, average account balances and employee participation, identify cost drivers, and implement a strategic plan. Using our talented staff, we are able to effectively maintain and manage client accounts from year to year.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where our firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
We take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.