About Design Financial Group
Planning, education, investment, and insurance solutions organized around your decision.
Design Financial Group helps business owners, employers, individuals, and families navigate important financial decisions. We begin with the situation in front of you, explain the available paths, and help coordinate the work that follows.
What we can review
Bring the pieces into one conversation.
Direct answers
Start with the question you asked.
Who does DFG serve?+
DFG works with business owners, employers, individuals, and families facing retirement, investment, business, employer plan, and protection decisions. The process begins by understanding each client’s needs, goals, financial means, timing, and circumstances so recommendations can be designed specifically for them and evaluated with their goals in mind. Services are available only where the financial professional is appropriately registered or licensed for the service involved.
What happens in an introductory conversation?+
The introductory conversation focuses on the decision in front of you, what matters most, the information already available, and what still needs to be clarified. We discuss your needs, goals, financial means, timing, and preferences, explain the review process, and identify an appropriate scope before developing specific recommendations intended to support your financial goals.
Where is DFG located?+
Design Financial Group is based in Jenison, Michigan 49428 and serves West Michigan through local relationships and clients in other states through a platform designed for remote planning and coordination. As of August 2026, Richard Shupick’s FINRA BrokerCheck report lists securities registrations in Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Missouri, Montana, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Utah, Vermont, Virginia, Washington, and Wyoming. Service availability depends on the state, service, product, and applicable registration or licensing requirements.
How can I check a financial professional’s background?+
FINRA BrokerCheck provides current registration, employment, examination, and disclosure information for securities professionals. Use the link below to review Richard D. Shupick’s BrokerCheck report, CRD number 3092345, before deciding whether to begin or continue a financial relationship.
View Richard D. Shupick on FINRA BrokerCheck
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