Private Wealth Advisor

Selfridge Financial Design

Your Life Is Unique ~ Your Financial Design Should Be Too

We take pride in helping people shape their financial future.

Private Wealth Advisor

Selfridge Financial Design

Your Life Is Unique ~ Your Financial Design Should Be Too

We take pride in helping people shape their financial future.

Private Wealth Advisor

Selfridge Financial Design

Your Life Is Unique ~ Your Financial Design Should Be Too

We take pride in helping people shape their financial future.

About Us

We’ve been helping individuals, families and businesses plan their financial future for over 20 years.

Our firm works with clients to develop clear and objective financial goals, navigate personal financial issues and cope with an investment climate that is always in flux. We provide guidance in the areas of investment planning, retirement planning, insurance protection, legacy planning, education fun…

Our Services

Selfridge Financial Design works with clients to develop clear and objective financial goals, navigate personal financial issues and cope with an investment climate that is always in flux.

Investment planning

Although it may be true that current workers lack confidence that they will have enough money to retire comfortably, it doesn’t mean there…

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Retirement planning

Changes in retirement have intensified issues that future retirees face. Let us help you understand how these challenges could affect …

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Legacy and estate planning

Whether your total estate is large or small, estate planning can help you preserve your assets, manage money..

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