Financial Designs Wealth Strategies

At Financial Designs Wealth Strategies, we provide financial empowerment through education and find solutions that truly serve our client’s financial objectives.

Our principle advisor Kevin Shreve, believes the key to achieving one's financial goals is to discover your unique and individual financial needs-- many of us are unaware of what those might be and/or have false information regarding financial health. We look at the whole picture, get everything on the table, and help you find a path to solutions that are right for YOU.
Our team approach to financial service includes: Kevin Shreve, CLU, ChFC, and grandfather to 4,
Talia Watson, Business Development and Financial Consultant, avid homebrewer and gardener,
and Tracy Doran, best darn assistant and fastest draw in the East (especially with clients' needs),
and most importantly, the client. Our focus is not just financial management, but planning with your whole life in perspective so you can make confident financial decisions and tackle financial stress… as if you’ve had a life time of education and experience.

We provide financial expertise in planning for following areas:


LIFE TRANSITIONS
•marriage
•growing families
•higher education
•home ownership
•death or disability
•long term care
•divorce

PRODUCT SOLUTIONS
•comprehensive financial planning*
•retirement planning
•estate planning
•investments
•life insurance
•annuities
•business planning including succession strategies

BUSINESS DEVELOPMENT
*develop a business plan
*go-to-market strategy
*cashflow projections
*funding & budgeting

• At Financial Designs we empower our clients to find their financial independence.
• Health, Education, Action, Awareness (or "HEAA!!")

• Tracy Doran
  Client Relations Manager
  Phone: (607) 257-4645
  Send an Email
• Mr. Kevin Shreve CLU, ChFC
  Financial Planner
  Phone: (607) 257-4645
  Send an Email

South Hill Business Campus across from Ithaca College up Danby Rd.