How Are You Making Your Financial Decisions?

Many people have financial goals, such as buying a house, sending their children to college, or saving for retirement. However, very few people know how to work towards these goals on their own. What if you had a ‘financial quarterback,’ personalized just for you, to help you pursue your goals?

WHAT WE DO

IDENTIFY AND PRIORITIZE YOUR FINANCIAL GOALS

Let’s define your goals and determine the best way to meet them, given your own unique circumstances.

SCENARIO PLANNING & FINANCE TRACKING

Receive a personalized dashboard with daily updates on your net worth, investments, spending, and more. You will also be able to run a variety of planning scenarios to help make the best financial decisions.

PROTECT THE ONES YOU CARE ABOUT

Our team will help you protect the people closest to you with proper estate planning and insurance strategies.

BUILD YOUR PERSONAL FINANCIAL PLAN

We want to present your full financial picture and your very own custom roadmap.

What Is Covered In Your Financial Plan?

Net Worth & Cash Flow

Budgeting and Cash Flow Analysis

Tax Management

Federal & State Tax Efficient Strategies

Retirement Strategies

Scenario Planning, 401(k), Retirement Plans and IRA Review

Investment Management 

Portfolio Analysis

Risk Management & Asset Protection Strategies 

Health, Life, Disability, Long-Term Care, Property & Casualty, and Personal Liability

Legacy Planning

Review of Trusts, Wills, Etc.

Financial Design Resource Group, Inc and LPL Financial do not provide legal advice or services

About Us

You deserve access. Access to an experienced team, not just one representative, that is equipped and qualified to help point you in the right direction.
Since 1983, our team is full of diversified members who specialize in a variety of financial disciplines – everything from estate and retirement planning to corporate benefits – offering both fee-based and brokerage services. No need to meet a long list of requirements or account minimums to work with us. Just let our team ask the right questions to design a solution that fits your needs. Bring your spouse or your family to the first meeting so we can get to know you and your story.

You’ve worked hard to earn what you have. Let us help you preserve and manage your wealth.

Jeffrey Blaze
CFP®, MBA

Principal

Eric Mathes
CPA, MBA

Principal

Jason Solodkin
CFP®

Principal

Jeremy Schinder
J.D., CFP®

Chief Financial Strategist

David A. Tescher

Director of Business Development

Justin Raines

Executive Director, Investment Advisor Representative

DONT WAIT... THE TIME IS NOW!

Without the benefit of knowing how to meet your financial goals, you almost surely won't achieve them. Especially in today's market, you need to know EXACTLY what to do when it comes to your risk management, investment diversification, future planning, and more. 

How much is making the wrong financial decisions costing you?

“If You Fail to Plan, You Are Planning to Fail” — Benjamin Franklin
 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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