Private Financial Design

 

Welcome to Private Financial Design!

Our mission is focused on providing the most thorough financial planning and advice available for each generation of our clients. It is our ambition to deliver excellent service that exceeds our client's expectations.

Our administration staff includes:



  • Cookie Hastings, Client Services Manager
  • Elizabeth Taylor, Client Data Manager


Our Financial Advising is provided by:



  • A.R. Beaudry, CFP®, CLU, ChFC, CASL®, Registered Principal
  • Dan Moroney, CFP®, Financial Advisor


Browse through our site and make yourself at home. As our client you can access your accounts with the link on the left-side toolbar.

Any suggestions? Please let us know!

If you want to call us you can reach Private Finacial Design:



  • Toll-Free:  800-779-1951     Local: 413-552-3669 
  • Fax: 413-552-3436


Email Private Financial Design:



 

Our office is located at:

87 Willimansett St.

South Hadley, Massachusetts 01075.

 

Have a great day!

 

Private Financial Design, LLC is not affiliated with Cambridge Investment and Research, Inc.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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