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.


Some of the services we offer:


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 Nackers & Associates, Division of Oarsman Capital, Inc., a Registered Investment Advisory Firm
-Managed Stock Portfolios
-Managed Mutual Fund Portfolios

Discount Brokerage
-Stocks, Bonds, CD`s
-Load and No-Load Mutual Funds


Insurance Products
-Life Insurance- term, permanent, variable
-Annuities- fixed, variable
-Long Term Care
-Disability Income
-Business Plans- buy/sell, succession planning