Concierge Team

When you become a Financial Designs client, not only do we provide high-quality employee benefits packages to your team, but we also become a support team for your employees. Our team’s goal is alleviating stress for your staff and eliminating any hurdles they face in utilizing their health insurance. It’s no secret, having an unhealthy and stressed staff will not drive productivity.
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Service team
Our service team is available to assist you, making sure your experience is smooth and efficient. We take care of everything that's difficult about the process.
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Claims team
Our experienced in-house claims team helps save your employees time (and headaches) by being their advocate. The claims department serves as your advocate.
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Integrated technology
We are the only employee benefits agency with an in-house payroll advisor. We work with external payroll providers as well.
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Open enrollment
First impressions are important for a reason. Open Enrollment is an opportunity to educate employees on how their benefits are just that, a benefit.
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Compliance
Our team ensures that when it comes to ACA compliance we got you covered. We understand the importance of ACA compliance and provide top tier support.
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Creative plan design
Designed with you in mind. That’s how we approach employee benefits. Your needs are always at the forefront. FD National assesses your company and its needs, catering our plan design to them.
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1401(k) is available from our affiliate site https://www.financialdesignswealth.com/
2Aflac WorkForces Report. “Workplace Benefits Trends Executive Summary.” Published November 2022.
3Employee benefits plans and insurance offered through Financial Designs, Inc. d/b/a FDNational.  Investment advisory services and products offered through our affiliate, Financial Designs Wealth Management (“FD Wealth”). For information regarding FD Wealth’s advisory services, please contact them directly, or visit their web page  at https://www.financialdesignswealth.com/. The people leaving reviews on this site may or may not be clients of FDWealth and are not being compensated for sharing their opinion and experience. The receipt of any type of direct or indirect cash or non-cash compensation poses a conflict of interest.  The reviewer's comments may not be representative of any other person's experience with FD Wealth.  

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