Financial Design & Management Inc is a company based in Oakhurst, NJ that specializes in financial and estate planning. With over 30 years of experience, they offer a range of services including retirement rejuvenation plans, life insurance programs, foundation trust revitalization, and consulting. Their team of certified financial planners and attorneys provide customized strategies to help clients achieve their financial goals and protect their assets.
By leveraging intelligent financial solutions and incorporating tax-saving strategies, Financial Design & Management Inc helps clients reduce estate tax, attract and retain key employees, and revitalize family trusts. With a proven track record and stress-tested programs, they offer cost-saving solutions and personalized plans to maximize retirement strategies and plan for the future.
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