October 4, 2015

Design Center

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.

Design Center is an innovative and visual tool to understand the true cost of financial decisions.  This is done by performing a step-by-step analysis of someone’s current financial position and identifying a variety of alternative strategies that improve your 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.