- Service Name
Money by Design
- Industry
Finance, Retirement Solutions, Investment Services, Retirement Planning
- Main Value Proposition
Money by Design offers a unique and flexible approach to retirement planning, allowing users to customize their investment strategies to meet individual needs.
- Description
Money by Design is a customizable retirement savings solution offered by Kades-Margolis Corporation. It allows individuals to tailor their retirement plans with the assistance of financial professionals, providing various investment options and features.
- Key Features
Tax-Deferred or Tax-Free Growth options; Hundreds of Flexible Investment Options; Optional Automatic Rebalancing Feature; Consolidated Quarterly Statements
- Use Cases
Money by Design is most valuable for individuals planning for retirement, employers offering retirement benefits, and financial professionals assisting clients with retirement planning.
- Competitive advantages
Access to over 500 mutual funds from more than 41 fund families; Guaranteed minimum interest rate with the Lincoln Stable Value Account; Convenient account access and support via a dedicated website and customer service
- Strengths
Key strengths include a diverse range of investment options, tax advantages, and user-friendly account management features.
- Positioning
Money by Design positions itself as a flexible and comprehensive retirement savings solution tailored to individual needs.
- Audience
The target users include individuals and their families, employees seeking retirement solutions, and employers looking to provide retirement benefits.
- CTA
Contact us to Learn More
- Tags
Retirement Planning
Investment Options
Financial Wellness
Customizable Solutions
- Tagline
Delivered exclusively by Kades-Margolis Corporation
- Tone of Voice
Professional, supportive, informative
- Differentiation
The service stands out in the market by providing a highly customizable retirement plan that includes a wide range of investment options and features like automatic rebalancing and dollar cost averaging.
- Brand Positioning
Kades-Margolis Corporation is positioned as a trusted provider of retirement solutions, emphasizing customization and professional support.
- Founded
1974-01-01
- Founders
Edward H. Margolis
Randy Aranowitz