October 4, 2015

Design Center

Design Center is an innovative and visual tool to understand the true cost of financial decisions by performing a step-by-step analysis of someone’s current position and offering the opportunity to identify a variety of alternative strategies and improve the outcome against taxes, opportunity costs, asset accumulation, insurance protection and more. Design Center has been developed to provide a simultaneously in-depth and visual illustration of how financial decisions perform over time.

Every one of us makes financial decisions throughout our life at different times, with different people, all under different circumstances. This typically leads to feeling confused, unorganized, and not sure if we’ve made the right decision for us or our family. Every decision we make has an impact on other decisions in ways that are not always apparent. With this tool we can measure and verify the impact of a financial decision before someone commits the dollars.