Our Services
At MADE Financial Design, we offer a comprehensive range of services designed to support you at every stage of your financial journey. Whether you're planning for retirement, managing investments, or navigating major life decisions, we work with you to create personalized strategies that align with your unique goals. Our services include everything from financial and tax planning to retirement, estate, and investment management, as well as specialized areas like college savings, debt management, and major purchase planning. We also help you optimize workplace benefits, plan for charitable giving, and provide ongoing financial education and coaching. Whatever your financial dreams may be, we’re here to help you achieve them with clarity, confidence, and purpose.
Retirement Planning
Helping clients plan for a secure retirement by estimating future needs and selecting appropriate savings and investment strategies.
Investment Management
Developing and/or managing investment portfolios to align with clients' financial objectives.
Cash Flow Analysis
Reviewing and assessing a client’s financial inflows and outflows to identify areas for improvement and opportunities to increase savings.
Social Security Analysis
Providing guidance on when and how to claim Social Security benefits to maximize lifetime payouts.
Tax Planning
Strategizing to minimize taxes through tax-efficient investments, deductions, and retirement planning.
Identifying Dreams
Helping clients clarify and prioritize their personal and financial goals, aligning financial strategies with their dreams and aspirations.
Education Planning
Helping families save for education expenses through tax-advantaged accounts like 529 plans.
Financial Education
Offering personalized advice and education to help clients improve financial literacy and decision-making skills.
Estate Planning
Assisting clients in planning for the distribution of assets after death, including wills, trusts, and beneficiary designations.
Workplace Benefits
Analyzing and optimizing employee benefits packages, such as retirement plans, stock options, and health insurance, to enhance financial security.
Major Purchase Planning
Helping clients plan for significant life expenses, such as buying a home, vehicle, or other large purchases, by managing savings, financing, and budgeting strategies.
Insurance Review
Evaluating and recommending insurance coverage to protect against financial risks, such as life, health, and long-term care insurance.
Charitable Giving
Assisting clients in planning charitable giving strategies, including tax-efficient donations and legacy gifts.
Debt Management
Advising on strategies to manage, reduce, or eliminate debt, while maintaining financial stability.
Small Business Planning
Offering advice to business owners on topics like succession planning, employee benefits, and business continuation.
Our Services
At MADE Financial Design, we offer a comprehensive range of services designed to support you at every stage of your financial journey. Whether you're planning for retirement, managing investments, or navigating major life decisions, we work with you to create personalized strategies that align with your unique goals. Our services include everything from financial and tax planning to retirement, estate, and investment management, as well as specialized areas like college savings, debt management, and major purchase planning. We also help you optimize workplace benefits, plan for charitable giving, and provide ongoing financial education and coaching. Whatever your financial dreams may be, we’re here to help you achieve them with clarity, confidence, and purpose.
Retirement Planning
Helping clients plan for a secure retirement by estimating future needs and selecting appropriate savings and investment strategies.
Investment Management
Developing and/or managing investment portfolios to align with clients' financial objectives.
Cash Flow Analysis
Reviewing and assessing a client’s financial inflows and outflows to identify areas for improvement and opportunities to increase savings.
Social Security Analysis
Providing guidance on when and how to claim Social Security benefits to maximize lifetime payouts.
Tax Planning
Strategizing to minimize taxes through tax-efficient investments, deductions, and retirement planning.
Identifying Dreams
Helping clients clarify and prioritize their personal and financial goals, aligning financial strategies with their dreams and aspirations.
Education Planning
Helping families save for education expenses through tax-advantaged accounts like 529 plans.
Financial Education
Offering personalized advice and education to help clients improve financial literacy and decision-making skills.
Estate Planning
Assisting clients in planning for the distribution of assets after death, including wills, trusts, and beneficiary designations.
Workplace Benefits
Analyzing and optimizing employee benefits packages, such as retirement plans, stock options, and health insurance, to enhance financial security.
Major Purchase Planning
Helping clients plan for significant life expenses, such as buying a home, vehicle, or other large purchases, by managing savings, financing, and budgeting strategies.
Insurance Review
Evaluating and recommending insurance coverage to protect against financial risks, such as life, health, and long-term care insurance.
Charitable Giving
Assisting clients in planning charitable giving strategies, including tax-efficient donations and legacy gifts.
Debt Management
Advising on strategies to manage, reduce, or eliminate debt, while maintaining financial stability.
Small Business Planning
Offering advice to business owners on topics like succession planning, employee benefits, and business continuation.
