This year marks a major milestone for Financial Designs Ltd. (FDL) as the Denver-based specialty insurance advisory firm celebrates the 50th anniversary of its founding in 1970. FDL has proudly become a national leader in wealth transfer planning for affluent families. FDL also specializes in business and executive benefits planning for owners and key executives.
Then and Now
Dave Hunter founded FDL in 1970. Dave’s vision for building a firm to serve families and businesses as their trusted advisor for insurance needs has been a guiding force over this period. Hunter and the other FDL principals, Adam L. Truitt, Keith R. Fisher, Karen M. Cecile, and Jerry Middel bring a high level of expertise in creating customized estate and life insurance solutions to meet their clients’ personal, business, and charitable goals. FDL is grateful to collaborate with a network of best in class financial and legal advisors to serve their common clients. “I am incredibly grateful to our team at FDL for the care and commitment they have toward delivering exceptional service and contributing to the culture that has driven our success,” said Hunter.
Looking Toward the Future
As FDL reflects on the half-century mark, the firm offers modern solutions for today’s challenges while continuing to lead with the traditional values that have been a cornerstone of success. The firm is positioned for the future and has a succession plan in place to ensure continuity. Since 2017, Adam L. Truitt, as President, leads the company along with the other Principals of the firm. “The FDL Team is excited to continue building on what has been created over the last 50 years and looks forward to the journey of the next 50 plus years of helping our clients achieve their goals,” remarked Truitt.
About Financial Designs Ltd.
With five decades of experience, Financial Designs Ltd. helps individuals, families, and companies achieve financial goals through sophisticated wealth transfer, insurance advisory, and executive benefits solutions. As a Member Firm of M Financial Group, our clients have exclusive access to proprietary insurance products that are unavailable through traditional channels. Our planning process involves collaboration with our client’s key advisors. This collaboration gives our clients confidence that their choices and plans are heard and implemented. We proudly serve our clients as a trusted advisor and strive to create successful outcomes for the long term.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA / SIPC. Financial Designs Ltd. is independently owned and operated. #3224917.1
Financial Designs Ltd.