Financial Designs Ltd.
Financial Designs Ltd. (FDL) helps families, individuals, and companies by
providing innovative wealth transfer and executive benefits solutions. We have
served our clients for more than four decades, offering independent, objective
advice. As a Member Firm of M Financial Group, FDL offers clients access to
institutionally priced, proprietary insurance products that are unavailable
through the traditional retail or brokerage channel.
Is to earn your trust and build long-term relationships
Is in navigating the complex tax and regulatory environment
Is in providing innovative, cost-effective financial solutions
Our collaborative approach
Means we work with your professional advisors
Delivers high-touch service