About Us
Plan 4 Financial Design is in business to help people manage their financial assets by:
Thoroughly understanding our clients needs, goals and tolerances for risk.
Building enduring customer relationships based on trust and service.
Providing our customers with a plan for the accumulation, management and transfer of wealth.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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