Our Services

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. The Financial Designs team manages the entire process including a user-friendly digital enrollment platform, EASE. Our concierge team provides 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.

EXPLORE YOUR OPTIONS

FOR YOUR EMPLOYEES

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 insures the beneficiary’s earned income against the risk that a disability creates a barrier for completion of core work functions.

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

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

FOR YOUR BUSINESS

BUSINESS CONSULTING

We provide consulting services to help businesses attract top talent and retain current employees via competitive and attractive benefits packages. We analyze a businesses’ current offerings and make recommendations to help companies to meet their goals.

HR SERVICES

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.

PAYROLL SERVICES

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

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.

FOR YOUR FUTURE

FINANCIAL DESIGNS WEALTH LOGO

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

Visit www.FDWealth.com for more information and start planning for your future, today.