Welcome to Financial Designs, Inc.

We at Financial Designs have been helping businesses owners with employee benefits and financial planning for over two decades.

Whether you are trying to control your healthcare costs or implementing a strategy to transfer your assets to your loved ones, we can give you the information and confidence you need to know that it will be done right. For over 20 years we have been dedicated to assisting the S. Florida business community to help achieve their goals and objectives. Allow us to serve you as your advisor team.

Our philosophy is simple; we begin by determining your financial and business goals. Then, we use our expertice and resources to help you create a strategy that will potentially help you achieve those goals. With the proper tax and insurance strategies we can help you minimize taxes and keep more of the dollars you work so hard for.

We invite you to use the Contact tools on the menu above to ask any questions or provide feedback. Let us know if there is any other information you would like to see on this site.

 

Financial Designs Inc

Jorge A. Valdes CFP, ChFC

8000 N.W. 7 Street, Suite 201
Miami, FL 33126
Tel: (786) 388-0030

jorge@financialdesigns.net

Tax Topics





Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

Financial Designs, Inc. is not a subsidiary of or controlled by Voya Financial Advisors, Inc.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative, a consumer should contact his or her stated securities law administrator.


The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: Florida (FL).

Supervisory Office:
Frank M Acosta, 8000 NW 7 St,, Ste 202 Miami, FL 33126
305-265-8160 email: frank.acosta@voyafa.com

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