Financial Designs Wealth Strategies
- Financial Services - Consulting & Planning
- Business & Management Consultants
- Business Networking
- Business Services
- Business Valuation
- Economic Development
- Investment Management
- Life Insurance
- Long Term Care Insurance
- Management Consulting
- Marketing/Business Consulting
- Payroll Services
- Retirement Plan Administration
- Retirement Planning
- Risk Management Consulting
- Tax Preparation
- Venture Capital
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:
•death or disability
•long term care
•comprehensive financial planning*
•business planning including succession strategies
*develop a business plan
*funding & budgeting
- At Financial Designs we empower our clients to find their financial independence.
- Health, Education, Action, Awareness (or "HEAA!!")
Whom to Contact
- Tracy DoranClient Relations ManagerPhone: (607) 257-4645
- Mr. Kevin Shreve CLU, ChFCFinancial PlannerPhone: (607) 257-4645
- Talia R WatsonBusiness Development Financial ConsultantSouth Hill Business Campus950 Danby Rd, Suite 230Ithaca, NY 14850Phone: (607) 257-4645Cell Phone: (641) 451-1023
South Hill Business Campus across from Ithaca College up Danby Rd.