Financial Design Center (FDC) is an independent firm that offers fee-based services to individual investors. We are motivated and rewarded by your financial success, not by ties to parent companies. We are committed to one goal—helping you achieve financial independence.

We understand that financial independence means different things to different people. For some it means saving enough to retire; for others it means organizing their finances so that they never have to retire. No matter what financial independence means to you, FDC will provide:

• Consultation. We’ll listen and discuss your goals for financial independence.
• A written plan. Based on our discussions, we’ll develop a comprehensive plan for meeting your goals. It will be designed to grow and protect your assets so that you have sufficient income to be financially independent and not outlive your assets.
• Monitoring. We will regularly monitor your plan, and make any changes needed, so that you stay on track to achieve financial independence. 
• Professional management. Your investment portfolio will be professionally designed and managed using proven, conservative, tax- and inflation-sensitive investment strategies.
• Risk management. Your plan will include prudent, cost-effective, and coordinated risk management solutions designed to protect your plan from life's uncertainties.
• Tax advice (if desired). Clients may receive tax planning and preparation through the services of Robert Klein, CPA, an affiliated CPA firm.
• Outstanding service. Your plan will be prepared by a highly-credentialed, experienced planning professional and supported by a team of caring professionals.

At FDC, we adhere to the highest standards of professional integrity, and abide by multiple professional codes of ethics. We also understand the importance of confidentiality. No matter what is going on in the world, or how the stock market is doing, we will do our best to help you reach financial independence.

If you would like to learn more, call us at (949) 251-0910 for a no-cost, no-obligation introductory meeting.  We look forward to talking to you.