Wishing everyone a memorable and safe 4th of July celebration! #celebrate #independenceday #july4th #summerfun
Financial Designs Ltd.
Financial Services
Denver, Colorado 1,078 followers
Traditional values, modern solutions
About us
Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies. We bring a high level of experience and a collaborative team approach to meeting clients' needs, many of whom we've served since our founding more than 50 years ago. We utilize our experience to navigate the ever-changing tax and regulatory environment, while helping deliver 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. Financial Designs' spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc., nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated. CA Insurance License #0L28049
- Website
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http://www.fdltd.com
External link for Financial Designs Ltd.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1970
- Specialties
- Wealth Transfer, Executive Benefits Solutions, Business Planning, and Bank Owned Life Insurance
Locations
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Primary
Get directions
7979 E Tufts Ave, Ste. 1550
Denver, Colorado 80237, US
Employees at Financial Designs Ltd.
Updates
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We're beating the heat and testing our skills at the FDL Indoor Putt Putt Palooza. Shout out to Katherine Grimm for her creativity building the course and putting together this fun employee event! #summer #fridayfun #minigolf #fdlteam #50yearsstrong
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"Juneteenth has never been a celebration of victory or an acceptance of the way things are. It’s a celebration of progress. It’s an affirmation that despite the most painful parts of our history, change is possible – and there is still so much work to do." – Barack Obama #juneteenth #history #change #forthebetter
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On June 6, the U.S. Supreme Court affirmed the 8th U.S. Circuit Court of Appeals’ decision in Connelly v. United States. This directly impacts the estate tax valuation of businesses engaged in stock redemption/entity purchase agreements funded with life insurance. Read more about the Connelly case below: #connellycase #lifeinsurance #reviews #planning #valuation
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In a highly global economy, many wealthy citizens of other countries have property or business interests in the U.S. which have created the need for life insurance sales in the U.S. This article defines the parameters of these programs, identifies benefits of global citizens purchasing U.S. life insurance and offers key tips for writing this type of business. #lifeinsurance #benefits #keytips #globalcitizen #planning
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Join us in honoring and remembering our nation's heroes. #memorialday #courage #sacrifice
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For Disability Awareness Month, we are shining a light on Key Person Disability Insurance. Key Person Disability Insurance provides the funds necessary to continue normal business operation and minimize disruption should a key person become too sick or injured to work. Check out this article to learn more: #disabilityawareness #keypersondisability #insurance #planning
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The Financial Designs Ltd. team recently completed CPR/AED training. It was a valuable team building exercise, and the knowledge and confidence gained better prepares us to respond to an emergency situation with skills that may help save a life. Thanks to American Red Cross and American Red Cross Training Services for an outstanding session. #cpr #aed #training #preparedness #team #50yearsstrong
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Disability buy-out insurance can provide partial or full funding of the buy-out transaction stipulated in the agreement in the event of a prolonged or permanent disability of an owner. Read more in the article below: #disabilityawareness #insurance #buysell #buyout #planning
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Spring has sprung, and the Financial Designs Ltd. team is growing! Check out our spring newsletter for the latest updates: https://conta.cc/3JowMXO J. Dave Hunter Adam Truitt CFP®, CPA Karen Cecile Keith R. Fisher Spencer Fugita CLU®