Serving the Western U.S. states, Designing Financial Solutions, Inc. uses a unique process with cutting edge technology to help individuals and business owners identify and achieve their priorities in their financial, professional and personal lives. Utilizing a network of trusted advisors who specialize in all facets of the financial and real estate businesses, we use an all-inclusive viewpoint to solve problems and improve current performance.
We help you develop strategies to deal with almost any situation whether you are a business owner seeking to acquire, sell or evaluate your business or as an individual requiring financial direction. We provide you with new capabilities, confidence and simplicity to help you continually move towards accomplishing greater financial success, realized dreams and happiness.
We help you develop strategies to deal with almost any situation whether you are a business owner seeking to acquire, sell or evaluate your business or as an individual requiring financial direction. We provide you with new capabilities, confidence and simplicity to help you continually move towards accomplishing greater financial success, realized dreams and happiness.
Services
I'm the quarterback on the team of highly experienced and competent specialists. We help you achieve your professional, financial and personal goals. Why a team? No one person can be an expert in every field because the world, especially the financial world, is just too complex. Generally people concentrate on building wealth but they neglect to protect it.
We at Designing Financial Solutions, quarterback a team of experienced and seasoned professional who specialize in working with business owners to stage their company for improvement, growth, expansion and immediate or eventual exit. Our proprietary planning and implementation process helps business owners achieve their chosen objectives and priorities.
Most people concentrate on building their wealth using mutual funds, real estate, 401Ks etc. There is little focus on protecting that wealth. Your financial castle can be ruined by not preparing for an unexpected event. Viewing your financial castle from an overall perspective allows you to see whether the financial products you've purchased are integrated, co-ordinated and working together to achieve your goals.
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