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American Asset Management, LLC Becomes Financial Design Group, LLC New Company Name Reflects Company’s Custom Financial Planning And Services
“Our new name and corporate logo is a true reflection of our services and planning philosophy,” says Bill Fahey, company founder. “Our company has grown and we’ve acquired top-notch talent with exceptional financial planning credentials. We service clients who are seeking custom planning services and we felt we needed to clearly define our corporate mission.”
The company’s new name, Financial Design Group speaks to our philosophy that each financial plan needs to be designed for the specific financial goals of each client. “We don’t offer cookie cutter plans,” says Fahey, adding, “Many of our clients are involved in the lucrative tenant in common (TIC) real estate exchange market; and many of our clients are seeking clear and unbiased financial advice and products that meet their short-term, retirement and estate planning goals.”
Financial Design Group clients can expect the same personalized service that they’ve come to depend on from American Asset Management. The difference is the company will focus more on educating clients about their financial choices, while we are expanding our financial planning services.
Clients can expect the name change and logo to be effective at the beginning of 2008.
All Financial Design Group Principals are registered representatives with the Pacific West Financial Group.
Pacific West Financial Group is a financial services organization serving the needs of independent financial advisors and their clients located throughout the United States.
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