OUR PHILOSOPHY

 

Financial Designs of Virginia, Inc., is a fee-based, private investment advisory firm serving Hampton Roads since 1982, with combined advisory experience of over 80 years.

Our goal for every client is the achievement of financial Success by Design.

Our focus is building client relationships through mutual trust. We count it a privilege to work closely with our clients as they address the financial and personal challenges that life brings.

Our specialty is Wealth Management for individual and corporate clients.

Our independence from brokerage and investment institutions allows us the freedom to provide our clients with individual, objective, unbiased advice.

Our guarantee is that we will do our best to meet the objectives that we mutually agree upon, and that we will encourage you to give us feedback on the results.

 

 

Our approach:

  • We begin by determining client needs and desires
  • We gather creditable data
  • We establish measurable goals and objectives
  • We carefully analyze the information and develop a meaningful and understandable plan
  • We formally present the recommendations and make changes if necessary
  • We provide guidance through the implementation process
  • We monitor the results
  • We review, evaluate and make adjustments where necessary

Our offer is to provide you with a complimentary one-hour consultation to allow us to determine if our approach meets with your expectations.

Our expectation is that our clients will share their satisfaction with others so that we can effectively multiply the success.

  

 

Securities offered through UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA, A Limited Partnership. Member FINRA, SIPC.  Financial Designs of Virginia and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA are not affiliated.

Copyright © Financial Designs of Virginia, Inc. Registered Investment Advisor - All rights reserved.