We design retirement outcomes for individuals and small businesses.
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Our Mission

Our mission is to provide individuals with the confidence they need to retire with dignity and surety. At Investment Design we help educate our clients on what’s available to them, what’s in their best interest and potential outcomes of financial decisions made during their lives.


Our Planning Areas

Financial Planning

Learning what drives you will help us suggest ways to reach that goal. Your plan is the foundation of our relationship.

Tax & Estate Planning

Although we don't offer legal or tax advice, our advisors can work with your team of professionals, or we can help you form one with our network of referrals to estate attorneys and CPAs.

Investment Management

Our firmwide investment policy guides how we choose our clients’ investments, in conjunction with regular Investment Committee meetings that draw on the knowledge of an independent, experienced Chartered Financial Analyst.

A financial plan is never ‘one size fits all.’ Every client comes to us with different goals and challenges, so each plan we create is unique.
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Our financial planning is based not just around what the average outcome would be in a given scenario, but also preparing options for unexpected changes, whether in the markets or in life. A sound financial plan lets us tell clients:

We were thinking about this before it happened, and this is how you’re going to be okay.”

See our planning process
1. Introduction Call
This is a complimentary meeting to learn more about you and your family, your objectives, and the desired value of a financial plan. We review examples of the financial planning process and define expectations for our engagement. This call clarifies whether our brand of financial planning aligns with your personal needs.
2. Data Organization
We must understand where we are before determining where to go and how to get there. Your financial information is compiled and organized, then shared with our team. Each planning area is summarized to gain an understanding of your current financial landscape.
3. Analysis & Plan Development
Your information is analyzed to find opportunities and develop strategies that align with your objectives. This output of this analysis is presented in an educational format and measurable action plan.
4. Plan Presentation
The financial analysis, topic area summaries, planning recommendations, and a measurable action plan is presented during our final meeting. You will gain a full understanding of your financial situation and learn how to take the necessary steps to implement the plan.
5. Implementation & Follow-Up
Planning at IDM is not a one, two or three meeting set it and forget it engagement. We realize life happens and change is inevitable. We also value the relationships we have with each one of our clients. As a partner, IDM meets with and has conversations with our clients multiple times throughout the year.