Helping you design your financial life

Many of our clients are entrepreneurs, executives, thriving professionals, or retirees who are busy building businesses, leading teams, and living full lives.

They don’t have the time (or the desire) to micromanage their finances. Others are entering retirement, focused on enjoying the life they’ve worked hard to create, not managing daily financial logistics. At Licata Financial Design, our goal is to help you design your financial life, but also to make it as turnkey and simple as possible. We want to do the legwork. We want to give you the information, recommendations, and guidance you need without the hassles you don’t. And we want to leverage the latest technology to meet your needs.

With this in mind, we offer a comprehensive suite of services. And, if we need to call in other professionals, like CPAs or estate attorneys, we’ll manage that too.