Financial Design Associates

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    200 West Forsyth Street, Suite 600 Jacksonville, FL 32202
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    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.

    Our Community

    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 2014, 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 (12/31/2014).

    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 (12/31/2014).

    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 (12/31/2014).

    4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2014).

    5 The amount of dividends to whole life policyowners in 2014.

    6 MassMutual pays the premiums (12/31/2014).

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 200 West Forsyth Street, Suite 600, Jacksonville, FL 32202; Phone: 904-998-7300.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

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