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Specializing in Personal Planning and Wealth Building

Considering the recent increase in life expectancies, you could spend as many as thirty years in retirement. To achieve your retirement goals, you need to make wise decisions and form effective strategies early in life. Financial Design Group, Inc. will assist you in developing the right plan to maximize your financial potential and reach your goals.


At FDG, we will work with you to design, implement and administer a retirement program best suited to your unique personal or business situation.


  • Individual Retirement Accounts (Traditional, Roth, Simple IRA)
  • 401(k) Plans
  • Tax Sheltered Annuities
  • Defined Benefit Plans
  • Payroll Deduction Plans

Park Avenue Securities Form CRS


This website is intended for general public use and is for education purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270.


PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Design Group, Inc is not an affiliate or subsidiary of PAS or Guardian.


AK insurance license - 78412, FL insurance license - P100903


2023-157308 Exp. 6/25


Important Disclosures