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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.

Here are answers to some key questions about required minimum distributions.

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Considering some important issues now could provide more options in the event of early retirement.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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

This calculator can help you estimate your annual federal income tax liability.

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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