Financial Designs Ltd

Financial Designs Ltd. (FDL), founded in 1970, is a specialty insurance advisory firm based in Denver, Colorado. With 29 employees, FDL has generated $5 million in revenue. The company specializes in wealth transfer planning for families with multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies. FDL offers a range of services, including wealth transfer planning, executive benefits, and business planning. Their clientele is comprised of families with significant wealth and owners and key employees of large companies. FDL differentiates itself by its collaboration in approaching client needs and its longstanding relationships with clients, many of whom have worked with the firm for over 50 years. As a member of M Financial Group, FDL offers access to institutionally priced insurance products that are not available through traditional retail or brokerage channels. For more information about Financial Designs Ltd., visit their website at fdltd.com. They can also be reached directly through their website.