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.LEARN MORE
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.
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.