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Our team at Wealth Design Group understands the many challenges of financial planning today and recognizes that the biggest concern for many of our clients is outliving their money. Our services focus on key financial objectives and risk management issues that are critical to your financial well-being. We believe that you have worked hard to secure your assets, and by partnering with us, you are trusting us to do our best to ensure that your money is used where it is most needed.

We are proud to offer our clients a wide variety of financial services, which include but are not limited to:

Personal Wealth Strategies - Maximizing Your Wealth Potential

We will help you manage your money decisions through a financial process that focuses on the creation and maximization of wealth.

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Retirement Planning - Ensuring That the Golden Years Are Truly Golden

We can assist in implementing plans to help maximize results, flexibility, and tax benefits and create a guaranteed lifetime income for you.

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Business Planning - Helping Your Business Survive the Change

We can help provide for your company's continued success in the hands of the people you choose and obtain the necessary funding to accomplish these goals.

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Executive Benefits - Providing For Those At the Top

We'll help you design executive benefit plans to attract and retain star executives and selectively reward the key people in your company's future.

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Estate Planning & Wealth Transfer - Passing Your Wealth Downstream

We will analyze your current programs and recommend any necessary changes to maintain an attractive benefit package while maximizing cost efficiency and tax benefits.

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Investment Advisory - Customized asset management for your goals

We help you manage your total portfolio for liquidity, cash flow needs, and asset growth with solutions designed for your specific goals in mind.

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We represent most of the top-rated insurance companies in the country and offer a wide selection of life insurance, disability income insurance, long term care insurance, and health insurance policies.

We also provide investment management and financial planning utilizing the latest research and technology.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (916) 480-0669