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Design Benefits, Inc

PO BOX 6009
Charlottesville, VA 22906

Phone:

434.296.1122

E-mail:

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue employee benefits worthy of an "employer of choice".

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Explains benefits of employee-stock ownership plans for succession planning.

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Here are some ideas to help pursue a life of financial freedom.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Estimate the future value of your current savings.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck