Selfridge Financial Design

"Our firm works with clients to develop clear and objective financial goals, navigate personal financial issues and cope with an investment climate that is always in flux. We provide guidance in the areas of investment planning, retirement planning, insurance protection, legacy planning, education funding and business succession planning.Cindy Selfridge believes her most important role is to be an objective advocate for her clients; her goal is to control costs, be tax efficient and manage risk. This provides the most effective way of helping her clients work toward their goals."