Financial Resources for W2 Physicians

COMPREHENSIVE FINANCIAL STRATEGIES FOR PHYSICIANS

Financial Designs helps medical professionals build solid financial

futures. For more than 40 years, we’ve assisted medical professionals by creating customized, comprehensive financial strategies. We

know which insurance plans you need and how to maximize your

investments. We’re prepared to take care of all your tax needs, and we’ll help you decide which steps to take to protect your money. We focus on tomorrow, so you can focus on today.

Our insurance, investment, tax and asset protection teams work in tandem to help you chart a path to living life on your terms, so you

can focus on what’s important to you. You can take advantage of all our services, or just the ones you need right now. We’ll take care of the details.

COMPREHENSIVE FINANCIAL STRATEGIES FOR SOLID FUTURES Insurance Services

Tax and Accounting Services

Maintain your health. Preserve your income.

Protect your family’s future.

Minimize your tax burden. Stay on top of payroll. Get advice year-round.

• • • •

• Tax planning • Tax preparation • Accounting and payroll

Health Disability Life Long-term care

Investment Services

Asset Protection Strategies

Save your money. Eliminate debt.

Set up your ideal retirement.

Shield yourself from lawsuits. Lower your financial profile. Distribute your wealth on your terms.

• • • •

• Entity creation • Estate planning • Advanced asset protection planning

Retirement plan design Education planning Budgeting Retirement income distribution

Client Portal Monitor your money. Organize finances online. Access from anywhere.

Manage all your finances in one secure location with your own personal financial website. Save and access every bank, credit and investment account, whether they’re linked to us or not. See your bottom line, updated in real time, anytime – from your computer or through our mobile app. You can also use our portal as an online safety deposit box. With unlimited storage, you can secure digital valuables such as insurance policies and estate planning documents.

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THE FDI DIFFERENCE We offer insurance, tax and investment solutions in one place.

We’ve specialized in serving physicians for 40+ years.

We’re passionate about financial education.

NICE TO MEET YOU!

Schedule a time to discuss your insurance, retirement and tax planning needs.

EDUCATION

We’re passionate about education. We’ll provide the information you need to make informed decisions.

BUILD A TEAM

Depending on your needs, we’ll connect you with partners from our insurance, tax and retirement teams.

IMPLEMENT

Hate paperwork? That’s okay! Once you’ve made a decision, we’ll take care of the details and keep you updated.

ORGANIZE

Access your Client Portal to manage all your finances in one secure place.

PROACTIVE CHECKUPS

Life changes. We provide proactive reviews to make changes as necessary.

WHAT DOES IT COST?

Our goal is to educate. Discussing your specific scenario will never cost you a dime. Should you decide to work with us, you will find our services competitively priced.

$0 % FLAT FEE

Insurance Services We act as a broker for insurance coverage, meaning we work with 80+ companies to find you the right policy. The premiums are no different than what you would find on your own (and in some cases, we can secure discounts).

Investment Services Fiduciary investment services are charged as a percentage of assets managed. There is no minimum asset requirement.

Accounting Services Accounting and asset protection solutions are invoiced as flat fees once you decide to partner with us. Most importantly, you should never receive a surprise bill, and we do not charge by the hour or conversation.

DISABILITY INSURANCE DISCOUNTS

Contracted providers can qualify for the largest permanent premium discounts available in the industry

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FINANCIAL INDEPENDENCE, ONE STEP AT A TIME Financial Designs is devoted to creating custom financial strategies for our clients. You can trust us with all your financial and benefit needs, or pick and choose which services fit your needs at the time. We’re ready to help you meet your personal and financial goals, no matter what kind of life changes come your way.

Post-residency and early career years

Mid-career and wealth accumulation years

Risk protection Health, disability and life insurance Long-term care insurance

Tax planning Deduction strategies Annual returns Payroll

Retirement and cash flow planning Debt reduction

Retirement accumulation Retirement distribution Non-retirement savings (vacation, emergency, etc.)

Education funding K-12 College

Asset Protection Guardianships for children Wealth transfer options Entity formation We provide periodic reviews to keep your plans and accounts fully updated.

Pre-retirement and retirement years

WHAT’S NEXT?

Click here to start the conversation.

Remember, there’s no fee for 2nd opinions!

QUESTIONS?

EDUCATION AT YOUR FINGERTIPS Call Us: 888-898-3627 Blog On-Demand Webinars

11225 College Blvd., Suite 300 | Overland Park, KS 66210 888.898.3627 | connect@financialdesignsinc.com | financialdesignsinc.com

The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Tax and legal advice offered through Financial Designs Tax Services, LLC and Financial Designs Legal Services, LLC. Members of Financial Designs, Inc. who are also Cambridge representatives do not offer tax or legal services. Please see your tax or legal advisor. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Designs, Inc., Financial Designs Tax Services, LLC and Financial Designs Legal Services, LLC are not subsidiaries or affiliates of Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. does not offer tax or legal advice.