Who We Are
At Financial Design Associates, our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.
Headquartered in Jacksonville, FL, and with additional offices in Ocala, FL, and Savannah, Brunswick, Norcross and Statesboro, Georgia, Financial Design Associates provides a full spectrum of specialized financial consulting services and products to individuals, families, businesses and organizations. Our more than 60 financial professionals currently serve more than over 21,000 clients1.
General Agent, Financial Design Associates Roger Dominey
We are committed to the communities where we work and live. Financial Design Associates makes generous contributions to a number of local charitable organizations. We proudly support, among many others, Hope Haven Children’s Clinic, National Multiple Sclerosis Society and Habitat for Humanity (HabiJax).
Our Measures of Community Value
Through 2013, Financial Design Associates has:
- over $4.3 billion of life insurance coverage in force2.
- paid over $18.8 million in life insurance benefits3 and $1.7 million in disability income insurance benefits (claims)4 to our clients.
- paid $10.7 million in dividends5 to Financial Design Associates clients who own eligible participating whole life policies with MassMutual.
- distributed $10.2 million in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.
1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2013).
2 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 (12/31/2013).
3 Amount of individual life insurance claims paid during 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 (12/31/2013).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2013).
5 The amount of dividends to whole life policyowners in 2013.
6 MassMutual pays the premiums (12/31/2013).