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
Newsletters
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Accumulation
Estimate the future value of your current savings.
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Credit Card Debt
How Long Will It Take to Pay my Balance?