5 Financial Planning Tips We Love
February 17, 2025
By Jennifer Valdes, CFP®, Founding Principal and CCO, Financial Designs Wealth As wealth advisors, the relationships we build with our
FD Wealth Insights
We pride ourselves on educating our clients and providing transparency. We’re dedicated to keeping you informed on market changes and giving you insight into market trends. Below you’ll find our blog filled with insights on managing your finances as well as the latest market updates. Educating and guiding you is our passion.
FD Wealth Celebrates Doubling Assets
October 2, 2024
We are excited to announce that Financial Designs Wealth has experienced remarkable growth, doubling in client assets! This incredible milestone
Taking the Stress Out of Financial Planning
October 2, 2024
We are thrilled to share our recent feature in USA Today, where Jennifer discusses how FD Wealth is helping clients
Gift Tax? Estate Tax? We break it down.
June 5, 2024
Learn about transfer taxes, including important terms that you should know. Plus, how do you lessen the burden of these
It’s Not Too Late to Plan Your Estate
June 5, 2024
Did you know six in ten American adults have no will or estate plan in place? (Caring.com) No one wants