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

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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