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

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

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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