Our Services

Financial Planning:  In its broadest sense, financial planning encompasses identifying your financial goals, establishing time line and risk tolerance and developing a plan, or strategy, that meets those goals. Whether you want to retire at a certain age or protect your personal and professional assets as a business owner, good financial planning can take the guesswork out of an uncertain economy.

Retirement Planning (employer plans):  Though retirement planning also applies to individuals, we use the term here to refer to qualified plans – defined benefit or defined contribution plans – that are offered through an employer as an employee benefit. In addition to your own contributions, they may also include employer contributions and perhaps a matching component. Retirement planning involves the consideration of those assets as part of your overall financial and investment plan.

Retirement Planning (individual plans):  Roth IRA, Traditional IRA, 401(k), Tax Sheltered Annuities, 403(b) and others:  We also handle individual retirement accounts. If you’ve already accumulated wealth and want to set up a retirement account with different funding vehicles, we can assist with that, or we can help you manage your existing accounts as part of your overall financial plan.

Retirement Planning (rollovers):  When leaving an employer or upon retirement, you may find yourself with a sizable sum from an employer plan or invested in a traditional IRA, Roth IRA, 401(k), 403(b), TSA or other qualified plan. At Life Design Financial, we can explain your rollover options and how to protect these valuable assets while also meeting your income and investment goals.

Investment Planning and Management:  You’ve worked hard for your money, and now you need it to work for you. Through careful investment planning and management, you can reach your financial goals over time and manage your wealth so that it continues to grow safely and effectively.

Asset Protection:  No matter what stage of life you are in, you want to protect the wealth you’ve accumulated so far, regardless of where or how that money is invested. Utilizing asset protection strategies, Life Design Financial can help you protect your assets and investments to ensure that your money will be available and accessible when you need it. This includes, but is not limited to, reducing your risk and placing your assets in guaranteed investments.

Tax Planning:  As you accumulate wealth, it becomes more important to protect your assets from taxation and to understand that taxes will increase as you age. The experts at Life Design Financial can assist you with tax planning strategies that are in line with your overall financial goals and that also reduce your taxable income.

Legacy Planning:  Protect your business or your family – or both – after you’re gone with sound legacy planning, an investment strategy that uses insurance and investment products to meet your survivors’ needs.

Other services:  In addition to the services noted above, we partner with other trusted advisors to offer services including trust planning, probate, charitable giving strategies and more. If you want to learn more about a service not listed above, please contact us and we’ll be happy to help and to refer you to other trusted experts, if appropriate.


Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital.


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