• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us

    Register for an Event

    We're commited to helping you make informed decisions about your financial future

    Upcoming Events

    At Financial Designs, we hold informational seminars and insurance sales presentation for our clients and the greater community that feature information on specific topics, such as retirement income strategies and tax minimization strategies. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar and insurance sales presentation.

    Event Calendar

    By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

    Contact Us

    Phone: 909-626-1642
    Fax: 909-626-1529
    Email: fdc@fdcadvisors.com

    Our Location

    540 W Baseline Rd
    Suite 10
    Claremont, CA 91711

    Our Focus

    Retirement Income Planning
    Wealth Accumulation
    Annuities