Financial Design Group

What is the Financial Design Group?

The Financial Design Group (FDG) is one of the many quality services provided by Connexus to help our members achieve their personal financial objectives.

A financial consultation at no charge or obligation enables the FDG to provide personalized, comprehensive financial plans for our members. The FDG has a strong dedication to their clients, an unwavering commitment to upholding the ethics of their industry, and a highly regarded reputation in the community they serve. Why look anywhere else for your financial planning efforts?

In addition to the variety of investment products offered through their independent broker-dealer, the FDG also offers insurance plans that complement the traditional savings programs provided by Connexus.

What Services Does the Financial Design Group Provide?

Depending on each member's needs, the FDG representatives can:

• Assess your current financial situation
• Analyze your present tax situation
• Review your current savings and investment programs
• Help determine your financial goals
• Aid in estate planning
• Provide thorough, thoughtful investment services
• Give guidance about quality investments
• Help you implement your investment decision

What Products Does the Financial Design Group Offer?

The FDG specializes in personal finance products, such as education, estate, and retirement planning, life or disability income insurance*, long-term care insurance, and personal investments.

They also provide products tailored to business management, such as retirement plans, business succession and key person plans, and buy/sell agreements.

How Do I Contact a Financial Design Group Representative?

To set up your complimentary consultation, please call Jim Shinkan or Dan Moericke at 715-359-2300. Their office is located at 4006 Hummingbird Road, Wausau, WI 54401.

Financial Design Group Newsletters:

2010

• August
• July
• June
• May
• April
• March
• February
• January

2009

• December
• November
• October
• September
• August
• July
• June
• May
• April
• March
• February
• January

2008

• December
• November
• October

*Disability income insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.

Investment products offered by the Financial Design Group are not insured by the NCUA.

Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

James Shinkan, Jon Warnke and Dan Moericke are Registered Representatives of Park Avenue Securities (PAS) and Field Representatives of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and services are offered through PAS, 7 Hanover Square, New York, NY, 10004; 1-888-600-4667. PAS is an indirect wholly owned subsidiary of Guardian. Financial Design Group and Connexus Credit Union are not affiliates or subsidiaries of PAS. PAS is a member of FINRA, SIPC.

Products offered through Park Avenue Securities, LLC (PAS) are not obligations of, or guaranteed by any financial institution or PAS. Such investments, including mutual funds, are not deposit accounts, are not insured by the FDIC/NCUA or any other deposit insurance, and involve risk, including possible loss of principle invested.