Broker Check

Services

At Wealth Design Group, we offer executives, individuals, and families comprehensive services designed to help them build and preserve their wealth.

PROTECTION PLANNING

We believe every financial strategy should first focus on protection and mitigating risk. Having the right insurance can be central to helping make this happen. Regular reviews of insurance policies protecting life, property, health, disability, long-term care, and other programs can ensure against losing income, savings, retirement and even your home. We can evaluate a client’s current risk plans to determine if they adequately meet their needs at whatever stage they are in life. In developing a comprehensive financial strategy, we help clients address their insurance needs and assess appropriate options, including:

  • Life Insurance
  • Term Insurance
  • Universal Life
  • Variable Life
  • Permanent Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Annuities

FINANCIAL PLANNING

Financial planning is the process of identifying financial goals and creating a roadmap for how to achieve them. The primary objective is to determine how to build and preserve wealth, while also planning for the future. We can assist clients with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Risk Management
  • Estate Planning
  • Money Management
  • Portfolio Reviews
  • Tax Strategies

INVESTMENTS*

Through wealth management, we can help clients build an investment portfolio that produces an appropriate diversification based on the individual client’s goals and risk tolerance. Professional investment management may provide investors access to investments they would not have otherwise, including a wide variety of traditional and alternative investment classes. We can assist clients with:

  • Bonds
  • Common Stock
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Certificates of Deposit (FDIC)
  • Government Securities
  • Alternative Investments
  • Variable Annuities
  • Treasury Bills
  • 401(k) and 403(b) Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Traditional, Roth, SIMPLE, and SEP IRAs
  • ESOPs (Employee Stock Option Plans)


*Investments offered through Park Avenue Securites