Member profile

Financial Designs Wealth Strategies

  • Financial Services - Consulting & Planning
  • Business & Management Consultants
  • Business Networking
  • Business Services
  • Business Valuation
  • Coaching/Training
  • Economic Development
  • Insurance
  • Investment Management
  • Life Insurance
  • Long Term Care Insurance
  • Management Consulting
  • Marketing/Business Consulting
  • Payroll Services
  • Professional
  • Retirement Plan Administration
  • Retirement Planning
  • Risk Management Consulting
  • Tax Preparation
  • Venture Capital
South Hill Business Campus
950 Danby Rd, Suite 230
Ithaca, NY 14850
(607) 257-4645
(607) 257-4837 (fax)
Hours:
Monday through Friday 9am to 6pm

About Us

At Financial Designs Wealth Strategies, we provide financial empowerment through education and find solutions that truly serve our client’s financial objectives.

Our principle advisor Kevin Shreve, read more
  • About

    At Financial Designs Wealth Strategies, we provide financial empowerment through education and find solutions that truly serve our client’s financial objectives.

    Our principle advisor Kevin Shreve, believes the key to achieving one's financial goals is to discover your unique and individual financial needs-- many of us are unaware of what those might be and/or have false information regarding financial health. We look at the whole picture, get everything on the table, and help you find a path to solutions that are right for YOU.
    Our team approach to financial service includes: Kevin Shreve, CLU, ChFC, and grandfather to 4,
    Talia Watson, Business Development and Financial Consultant, avid homebrewer and gardener,
    and Tracy Doran, best darn assistant and fastest draw in the East (especially with clients' needs),
    and most importantly, the client. Our focus is not just financial management, but planning with your whole life in perspective so you can make confident financial decisions and tackle financial stress… as if you’ve had a life time of education and experience.

    We provide financial expertise in planning for following areas:


    LIFE TRANSITIONS
    •marriage
    •growing families
    •higher education
    •home ownership
    •death or disability
    •long term care
    •divorce

    PRODUCT SOLUTIONS
    •comprehensive financial planning*
    •retirement planning
    •estate planning
    •investments
    •life insurance
    •annuities
    •business planning including succession strategies

    BUSINESS DEVELOPMENT
    *develop a business plan
    *go-to-market strategy
    *cashflow projections
    *funding & budgeting

  • Highlights

    • At Financial Designs we empower our clients to find their financial independence.
    • Health, Education, Action, Awareness (or "HEAA!!")
  • Media

  • Whom to Contact

    • Tracy Doran
      Client Relations Manager
      Phone: (607) 257-4645
    • Mr. Kevin Shreve
      CLU, ChFC
      Phone: (607) 257-4645
    • Talia R Watson
      Business Development Financial Consultant
      South Hill Business Campus
      950 Danby Rd, Suite 230
      Ithaca, NY 14850
      Phone: (607) 257-4645
      Cell Phone: (641) 451-1023
  • Directions

    South Hill Business Campus across from Ithaca College up Danby Rd.