Our Services

Estate Preservation

Trust Funding*

Retirement Planning

401k Rollovers

Estate Planning*

Roth IRAs

Retirement Income Planning

SEP alternatives

TSP, 403b, 457 rollovers

Investment Services**

College savings

Gold and Silver

With a variety of products and strategies

which include annuities and life insurance

*Offered through our insurance professionals

**Investment services offered through an Investment

Advisor Representative.

Advisory services offered through Capital Asset Advisory Services, LLC., a registered investment advisor.

The information presented here is not specific to any individual's personal circumstances. Planning by Design Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ,TX,and NM. No offers may be made or accepted from any resident outside the specific states referenced.

Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor.