Welcome to Wealth Designs

We are a full-service financial planning firm dedicated to providing effective solutions to our clients' diverse and ever-changing financial needs.  With our experience, we seek to assist you, the client, in pursuing your goals by designing a custom strategy and implementing a successful plan for your financial future.

This website will help you gain a better understanding of the concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  We hope your visit to this site will help you understand the opportunities and potential rewards available by taking a proactive approach to your personal financial situation.  We also hope that in visiting our site you become more acquainted with our firm, Wealth Designs.

 

We invite you to take advantage of this resource and to visit us often.  In addition to visiting us online, we encourage you to meet with us in person by scheduling a one-on-one consultation.

 

Alan E. Watson

CHARTERED FINANCIAL CONSULTANT 

ACCREDITED INVESTMENT FIDUCIARY®

OWNER AND MANAGING MEMBER