Customized Financial Strategies Designed Just For You.
At Financial Designs, we know that no two financial journeys are the same. That’s why our approach is rooted in understanding your unique needs, goals, and circumstances. Our experienced team of fiduciary financial advisors is dedicated to helping you gain clarity on where you stand today, envision where you want to be in the future, and create a personalized retirement strategy to get you there.
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Who We ARE
What Makes Our Approach Different?
We put you at the center of the planning process. We take time to understand your priorities, values, and the kind of lifestyle you envision in retirement. From there, we build a plan that integrates all aspects of your financial life: from tax strategies and investment management to estate planning and legacy goals.
If you’re tired of feeling overwhelmed by financial decisions or unsure about the path to retirement, we’re here to make the complex feel simple, and the distant feel doable.
Who We Serve
Retirees & Pre-Retirees
Retirement should feel exciting, not overwhelming. Whether you’re a few years away or already enjoying life after work, we’re here to make the transition as smooth and stress-free as possible. At Financial Designs, our support goes far beyond investment management. We help you optimize income from Social Security and retirement accounts, plan for rising healthcare costs, and implement smart, tax-efficient strategies – so you can spend less time stressing over the details and more time living the life you’ve worked so hard to create.
TRUSTED BY
Employees in the Energy Industry
With deep expertise serving Southern California Edison and SoCalGas employees, we understand the intricacies of energy industry benefits. Our specialized knowledge includes 401(k) rollovers, pension maximization strategies, insurance options, and early retirement packages. If you’re navigating career transitions or wondering how to best take advantage of your company benefits, our team is here to provide clear, personalized guidance.
Our Process
A Personalized, Proven Path Toward Financial Confidence
We don’t just give you advice—we walk with you through every stage of your financial life. Our client-centric process is designed to simplify decision-making and bring you greater clarity about your money. Through a thoughtful, three-step journey, we help you move from uncertainty to empowerment.
We start by getting to know you. During your discovery meeting, you’ll share your goals, values, current financial situation, and the lifestyle you’re envisioning. Whether it’s traveling more, supporting loved ones, or simply not outliving your savings, we’ll listen deeply to what matters most. This conversation becomes the cornerstone of your personalized plan.
Next, we take a deep dive into your financial picture. This includes retirement accounts, pensions, investments, income sources, insurance, and tax considerations. We evaluate your strengths and identify gaps or risks that could derail your progress. With that insight, we craft a comprehensive strategy tailored to your retirement timeline, risk tolerance, and evolving needs.
You’ll walk away with your personalized Financial Designs Retirement Blueprint: a flexible roadmap designed to help you pursue financial independence. It’s more than a plan; it’s an ongoing partnership. Your blueprint will cover everything from asset allocation and investment strategies to tax-efficient income withdrawals and estate planning. And as your life changes, we’re here to adapt the plan with you.
We Serve
Your Retirement, Your Way
At Financial Designs, we believe in personalized service, clear communication, and strategies designed around you. Whether you’re a retiree, pre-retiree, or an energy industry employee navigating complex benefits, we’ll help you take the guesswork out of your financial future.
Let’s turn uncertainty into confidence, and plans into possibilities.
Stay In The Know
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About Us
Helping You Build a Confident Financial Future
We’re a family-run firm with decades of experience guiding clients through retirement planning, investment management, and major life transitions. Our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals offers personalized, fee-only financial advice tailored to your goals, not generic solutions.
We combine a hands-on approach with deep expertise to help you feel confident and supported every step of the way.
About Us
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.
