Financial Designs Wealth Strategies
- Financial Services - Consulting & Planning
At Financial Designs Wealth Strategies, we provide advice and solutions through the lens of our client’s financial goals and objectives.
Our principle agent Kevin Shreve , believes the key to achieving financial goals is to discover each client’s unique and individual financial needs. 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, his staff, 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
- At Financial Designs we help our clients find their financial independence
- Education, Action, Awareness