Employer Services

Financial Designs Concierge Team
For the past 30 years, Financial Designs has provided countless clients with top-tier service and support in selecting, implementing and managing employee benefits packages. As a family-owned business, we value our relationships and prioritize your company’s needs and budget when negotiating with providers to build your benefits packages. Our team manages the entire process from our user-friendly digital enrollment platform, EASE to our Financial Designs Concierge Team providing high-quality service to your employees should they have questions about providers, claims and more. Plus, Financial Designs provides additional services to your company, at no additional cost to you, including Business Consulting, HR Support, and more.
We go above and beyond what a typical agency provides because we truly care about what we do and the relationships we build. Think of us as an extension of your management team, ensuring all the small details are taken care of so you can focus on growing your business. We look forward to providing one-of-a-kind service to your business.



Rather than being tied to the products of one provider, Financial Designs offers our clients quotes from multiple top-tier providers to give you flexibility in both plans and pricing. We are happy to provide estimates to companies of all sizes, including those with 5 employees up to 500 and beyond. Learn more about our carriers here.

Health Insurance

Health insurance covers medical expenses for illnesses, injuries and conditions.

Vision Plans

Vision insurance is a form of health insurance designed to pay for a portion of the costs associated with routine preventive eye care.

Dental Plans

Dental insurance, is a form of health insurance designed to pay a portion of the costs associated with dental care.

Disability Policies

Disability insurance is a form of insurance that protects a percentage of one’s earned income in the case a disability arises that does not allow the insured to work.

Life Insurance

Life Insurance is a source of providing strong financial support for your family members after you pass on. Life insurance is an integral part of strong financial planning.

Group Retirement (401k)

Group Retirement refers to financial strategies of saving, investment and ultimately the distribution of money meant to sustain one’s self during retirement.


In addition to managing and implementing your benefits package, Financial Designs offers additional services to create a comprehensive solution for your HR needs. Offered by our premier partners, on behalf of Financial Designs, we work with your team to identify which services may best aid your needs to achieve the company goals. Rest easy knowing you have experts and trusted partners in each respective field.

Plus, unlike PEOs, there are no administrative fees.



We assist your existing HR department with tasks associated with the employee life cycle (recruiting, hiring, onboarding, training, and releasing employees). Plus, we manage the administration of employee benefits, using a state of the art digital enrollment platform, EASE. These HR services are included for you as a client of Financial Designs. Additional services are available and offered by a trusted partner of Financial Designs.


Automatically process payroll calculations, payroll tax statements, year-end taxes and more. We ensure your employees and taxes are paid accurately and on-time. This service is provided by a trusted partner on behalf of Financial Designs.


Workers’ compensation provides wage replacement and medical benefits to employees injured in the course of employment. This service is provided by a trusted partner on behalf of Financial Designs.


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A full service financial advising firm, assisting you with planning for a sound financial future. Services include financial planning, estate planning, asset protection, retirement planning and more.

For more information visit www.financialdesignswealth.com