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

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European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

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