Welcome to Investment Designers, Inc.
Investment Designers offers people in our communities a full range of financial products and services. Our associates believe that investment management, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. And companies of all sizes should have access to high-quality retirement plans and educational materials for their employees.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Building Your Legacy
A four-step framework for building a personal legacy.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
When you’re married and have children, insurance needs will be different.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Gaining a better understanding of municipal bonds makes more sense than ever.
Earnings season can move markets. What is it and why is it important?
A collection of tips from professional travelers.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.