March 11th, 2024 – Fiscal Designs, a premier financial services and insurance firm based in Tacoma, WA, proudly announces the addition of four new agents to its team: Joshua and Amanda Cantrell in Poulsbo, WA, Zachary Gunsolley in Diagonal, Iowa and Amanda Schwering in Stratford, IA. This strategic move is set to enhance the firm’s capacity to cater to a broader demographic, particularly targeting individuals at or nearing retirement age who seek secure investment options amidst market uncertainties.
The Cantrells, a dynamic husband-and-wife duo, Mr. Gunsolley and Ms. Schwering bring to the table a wealth of experience and a shared commitment to the financial well-being of their clients. Their incorporation into the Fiscal Designs family represents a significant leap forward in the firm’s mission to deliver its trademarked investment solution, The Peaceful Portfolio®, to a wider audience. This unique offering is designed to provide clients with a worry-free investment experience, featuring guaranteed protection against loss, the potential for competitive gains, and zero advisor fees.
The Cantrell’s, reflecting on their new association with Fiscal Designs, emphasized the alignment of the firm’s values with their own, particularly the shared dedication to serving military veterans and their families. Zachary (Zach) Gunsolley and Amanda Schwering highlighted the Midwest’s demand for investment solutions that offer growth potential without sacrificing security, underscoring the Peaceful Portfolio® as an ideal solution.
Todd Friedman, Owner and Founder of Fiscal Designs, expressed his enthusiasm about the expansion, noting the Peaceful Portfolio® as a cornerstone of the firm’s approach to investment and insurance needs. He emphasized the product’s appeal to investors seeking stability in volatile markets, free of the burden of financial advisory fees.
The Peaceful Portfolio® stands out for its emphasis on principal protection, tax advantages, and the absence of advisory fees, making it an attractive option for investors wary of market fluctuations and unnecessary expenses. It is a testament to Fiscal Designs’ innovative approach to investment, offering a blend of security and growth potential.
Todd Friedman, a distinguished West Point graduate and former Army Major turned entrepreneur, brings a wealth of expertise to the table, with successful ventures in financial services, healthcare, and real estate. His personal endorsement of the Peaceful Portfolio® underscores the firm’s commitment to offering reliable, tested investment solutions to its clientele.
About Fiscal Designs
Fiscal Designs is at the forefront of creating tailored investment and insurance strategies for clients nationwide. With a team led by Todd Friedman, the firm draws on extensive experience across various sectors to solve complex financial challenges and achieve lasting success.
For more information on Fiscal Designs and the Peaceful Portfolio®, visit FiscalDesigns.com and PeacefulPortfolio.com.
