Financial Designs Ltd. (FDL) provides innovative financial solutions in the areas of wealth transfer, insurance and executive benefits to families, individuals and companies.
We bring a high level of expertise and a collaborative team approach to meeting clients' needs, many of whom we've served since our founding more than 40 years ago. We utilize our expertise to navigate the ever-changing tax and regulatory environment, while delivering 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. This translates into reduced premiums and superior benefits for our clients.
Our more than 250 client families in the Rocky Mountain region understand the effectiveness of life insurance as an investment tool for wealth enhancement, preservation and transfer purposes. They've turn to Financial Designs because they also recognize the need for effective and ongoing representation for their life insurance portfolios.