We design retirement outcomes for individuals and small businesses.

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Our Mission

Our mission is to provide individuals with the confidence they need to retire with dignity and surety. At Investment Design we help educate our clients on what’s available to them, what’s in their best interest and potential outcomes of financial decisions made during their lives.

Our Planning Areas

Financial Planning

Learning what drives you will help us suggest ways to reach that goal. Your plan is the foundation of our relationship.

Tax & Estate Planning

Although we don't offer legal or tax advice, our advisors can work with your team of professionals, or we can help you form one with our network of referrals to estate attorneys and CPAs.

Investment Management

Our firmwide investment policy guides how we choose our clients’ investments, in conjunction with regular Investment Committee meetings that draw on the knowledge of an independent, experienced Chartered Financial Analyst.

A financial plan is never ‘one size fits all.’ Every client comes to us with different goals and challenges, so each plan we create is unique.

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Retirement

Our financial planning is based not just around what the average outcome would be in a given scenario, but also preparing options for unexpected changes, whether in the markets or in life. A sound financial plan lets us tell clients:

‍“ We were thinking about this before it happened, and this is how you’re going to be okay.”

See our planning process

1. Introduction Call

This is a complimentary meeting to learn more about you and your family, your objectives, and the desired value of a financial plan. We review examples of the financial planning process and define expectations for our engagement. This call clarifies whether our brand of financial planning aligns with your personal needs.

2. Data Organization

We must understand where we are before determining where to go and how to get there. Your financial information is compiled and organized, then shared with our team. Each planning area is summarized to gain an understanding of your current financial landscape.

3. Analysis & Plan Development

Your information is analyzed to find opportunities and develop strategies that align with your objectives. This output of this analysis is presented in an educational format and measurable action plan.

4. Plan Presentation

The financial analysis, topic area summaries, planning recommendations, and a measurable action plan is presented during our final meeting. You will gain a full understanding of your financial situation and learn how to take the necessary steps to implement the plan.

5. Implementation & Follow-Up

Planning at IDM is not a one, two or three meeting set it and forget it engagement. We realize life happens and change is inevitable. We also value the relationships we have with each one of our clients. As a partner, IDM meets with and has conversations with our clients multiple times throughout the year.

_DISCLAIMER:_{Investment Design Management LLC (“IDM”) is a registered investment adviser in the State of Oregon. IDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by the State of Oregon. IDM may not transact business in states where it is not appropriately registered, excluded or exempted from registration. IDM’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.Accordingly, the publication of IDM’s website on the Internet should not be construed by any consumer and/or prospective client as IDM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from IDM.Individualized direct responses to a prospective client that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption from registration in the state where such prospective client resides. For information pertaining to the registration status of IDM, please contact the United States Securities and Exchange Commission}_{on their website}_{at or the state securities law administrators for the State of Oregon.

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.}