Member profile

Financial Designs Wealth Strategies

  • Financial Services - Consulting & Planning
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 3pm

About Us

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 read more
  • About

    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:


    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

  • Highlights

    • At Financial Designs we help our clients find their financial independence
    • Education, Action, Awareness
  • Media

  • Whom to Contact

    • Tracy Doran
      Client Relations Manager
      Phone: (607) 257-4645
    • Mr. Kevin Shreve
      CLU, ChFC
      Phone: (607) 257-4645