Financial Designs Ltd.

1775 Sherman Street
Suite 1800
Denver, CO 80206

Financial Designs Ltd. (FDL) was founded in 1970 to help clients achieve personal and business goals. FDL has grown to be a premier provider of planning services in three distinct areas which include Wealth Transfer, Executive Compensation and Employee Benefits. In the area of Wealth Transfer Planning, FDL will design a customized plan to meet your objectives. The firm is especially strong in designing plans which integrate charitable components for clients who have philanthropic desires. FDL also offers planning for clients who face the critical challenge of providing key executives with selective benefits with Executive Compensation Planning. In addition, FDL is also a leading provider of Bank Owned Life Insurance (BOLI). These services include full plan design compliance and administration. Lastly, FDL provides Employee Benefits Planning to provide business owners service and guidance in the design of customized benefit solutions. This plan includes a service team that provides day to day service to minimize administrative burdens and maintain strong benefits communication with employees.


Jerry Middel