Financial Life Designs LLC
Relationships, Being a Fiduciary, Making a Difference…so many financial planners say it but very few mean it. Building relationships and making a difference in people’s lives are the reasons I love being a Wealth Planner. The long term personal connection I have with each of my clients is the most rewarding aspect of my job. Wealth has a different meaning for each one of us. Through the time we sp
06/25/2026
Sometimes the first steps are the hardest.
How much money should I keep in a savings account for emergencies? Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.
05/13/2026
Spousal Benefits and Other Social Security Decisions Clients Need Help With It’s not just about when to claim, but how to claim that can help — or permanently harm — a lower-earning spouse and dependents.
05/11/2026
Medicare Advantage Cuts Are Blinding Senior Clients Cuts to supplemental benefits, disenrollment and confusing marketing are making it difficult to pick plans; advisors can help.
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1540 International Pkwy Suite 2000
Lake Mary, FL
32746