An Educated Approach

Calculators

You can review interesting calculators on our site.

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Welcome to Design Financial

Welcome! At Design Financial our mission is “to provide our clients with reliable advice and access to a broad range of solutions to fit their unique financial situation.”

Our vision combines this mission with outstanding customer service to provide our clients an outstanding experience.

Respect, Honesty and Integrity

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams, your goals, your timeline, and understand your tolerance for risk. Let us Design a custom set of solutions for you. Contact us today for your no obligation consultation.

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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