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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.

Encourages proactive dialogue to ensure financial well-being of aging parents.

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

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

How Long Will Your Funds Last?

Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate the future value of your current savings.

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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