1031 Exchanges
Real Estate Services
Financial Services
About Us
Contact Us

Estate Planning Workshop – April 2018 (Missed the workshop? Contact us to learn more)

Click to view Event PDF

Missed the Workshop

Call us to find out when this will be offered again (858) 597-1980

Search for:

Recent News & Workshops

More Tax Planning Workshops Coming Soon
Year-End Tax Planning Strategies Workshop – Missed the Workshop? Contact Us for More Information
How much EXTRA did you pay in taxes on April 15?

Financial Designs, Ltd
5075 Shoreham Place, Suite 230
San Diego, CA 92122
(858) 597-1980 (Local)

The Financial Advisors Radio Series
Catch Aubrey Morrow and his guests
each Saturday 8-9AM on
News Radio AM 600 KOGO

Contact Us
Disclosure Notice
Privacy Policy
Business Continuity Plan
FINRA Brokercheck

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Financial Designs, LTD is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact [email protected].

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

© 2025 All rights reserved. Website by PWS

Download Your Free Copy Of Understanding 1031 Exchanges & DSTs: A Quick-Start Guide for Real Estate Investors

How to Defer Taxes, Simplify Ownership, and Stay in the Game. Download your FREE copy now by completing the form below.

First Name(Required)

Last Name(Required)

Email(Required)