Our firm works with clients to develop clear and objective financial goals, navigate personal financial issues and cope with an investment climate that is always in flux. We provide guidance in the areas of investment planning, retirement planning, insurance protection, legacy planning, business succession planning and education funding.
Cindy Selfridge believes her most important role is to be an objective advocate for her clients; her goal is to control costs, be tax efficient and manage risk. This provides the most effective way of helping her clients work toward their goals.
Why choose us?
At Selfridge Financial Design, we take pride in our many years of experience. We have been in the financial industry since 2000. Our experience and knowledge helps clients to realize the benefits and value of comprehensive financial planning in every aspect of both their business and personal lives.
We have over 30 years of experience as a business owner and thoroughly enjoy working with other business owners sharing our knowledge, recommendations and strategies to help them stay competitive in the market.
We know that there are storms in life that weigh heavily on your mind — storms such as market volatility, economic uncertainty and the fear of outliving your savings. There are strategies designed to calm these storms. Life is too short to allow worry and uncertainty to play a role in your daily life. We value your time and business and are excited to help you become more financially independent and prepared for whatever life may send your way.
What we do
Our main goal is to provide our clients with a customized financial plan to use as a guide to financial independence and retirement, business succession, and legacy planning.