Financial Design Associates (FDA)
FDA's role is to provide our clients with business and personal estate planning expertise as well as investment strategies for wealth creation and preservation. We also assist our clients with the design, implementation and investments of their retirement plans.Among the areas you can rely on our expertise are:
- Disability Income and Life Insurance
- Executive Bonus Plans and Key Person Coverage
- Buy-Sell Funding and Succession Planning
- Personal Financial Profile Analysis
- IRAs and SEPs
- Estate Analysis Planning
- Long Term Care Coverage
- Education Funding
- Brokerage Services, Mutual Funds and Managed Investments *
- 401(k) and Retirement Plan Investments
*Securities and Advisory services offered through Multi-Financial Securities Corporation,
Member FINRA, SIPC.
Multi-Financial Securities Corporation is not affiliated with Roeding Group Companies and Financial Design Associates.
