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Our Services

The financial management process at Investment Designers begins with an evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

  • Comprehensive Financial Planning
    • Investments
    • Retirement
    • Taxes and Estate Planning
    • Business Succession
  • Corporate Retirement Plans
    • 401(k), Profit Sharing
    • Simple Plans
    • SEP Plans
    • Defined Benefit Plans
  • Investment Advisory Services
    • Offered through Oarsman Capital, Inc., a Registered Investment Advisory Firm
    • Managed Stock Portfolios
    • Managed Mutual Fund and ETF Portfolios
  • Insurance Products
    • Life Insurance- term, permanent, variable
    • Annuities- fixed, variable
    • Business Plans- buy/sell, succession planning