Who We Are
Our more than 50 Financial Services Professionals work with over 20,000 clients1 and their families to help them achieve economic efficiency. This diverse team works in a supportive and entrepreneurial atmosphere with an ever-increasing number of high performance professionals who meet our standards of excellence. Financial Design Associates received the number one position with the “Best Places to Work” in Northeast Florida according to the Jacksonville Business Journal in medium-sized companies for 2010, 2011, 2012 and 2013. In 2009, we placed number six. We demand the best from our Financial Services Professionals, because our clients deserve the best.
How We Can Help
We can help you achieve the kind of peace of mind that comes with financial freedom. We do this by first getting to know you and what is important to you. Once we have helped you define your life or business goals, we will design financial strategies to help you achieve what is most important to you.
To the Community
The Financial Design Associates family is investing in the greater Jacksonville community through extensive outreach efforts. These efforts have resulted in grants to the community from MassMutual to promote academic achievement and positive life skills for area youth. In addition, the firm has been an active supporter of the Hope Haven Children’s Clinic and has distributed over $8.6 million in free2 life insurance as part of MassMutual’s LifeBridgeSM Program, and has worked with Dreams Come True, Greenbriar Children’s Center, Boys & Girls Clubs of Southeast Georgia, National Multiple Sclerosis Society—Jacksonville Chapter and Hope Haven Children's Clinic.
We are committed to continuing to be an engine for economic growth in the region, not only assisting with much-needed financial security for individuals, but for the continuity of our businesses as well. We have placed over $3.7 billion of life insurance coverage in force3, and in 2012 alone, MassMutual paid over $9.6 million in dividends to Financial Design Associates clients who are eligible participating policyholders4.
1 An insured, owner, or payer of a MassMutual policy or contract (as of 12/31/12).
2 MassMutual pays the premiums.
3 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (as of 12/31/12).
4 The amount of dividends to whole life policyholders in 2012.