FDR Financial Group, Inc.

is a team of highly skilled financial professionals who apply their diverse expertise to assist individuals, families, and businesses in formulating and implementing strategies for wealth accumulation, preservation and distribution. Our Team of advisors includes a Certified Public Accountant (CPA), a Tax Attorney (J.D., LL.M.), a Certified Financial Planner (CFP™), and Insurance Professionals (CLU). Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments and manage performance results for clients.

Welcome to FDR Financial Group

For more than 25 years, the Advisors of FDR have operated to provide advice to individual clients. For each client, the advisors of FDR bring a team of experts, best of breed, who deliver holistic solutions (wealth accumulation, preservation and distribution).

In addition to their client work FDR advisors embrace relationships with other top advisors who share a similar, advice-driven model with their clients. For those firms FDR partners with, it invests heavily in mutual success. Whether it's providing sales & marketing or prospect development programs, the advisors of FDR listen to its advisor-counterparts closely, so that as a team it may expand side-by-side.

+ SERVICES

Asset Allocation Planning*Asset Protection Planning*Business Succession Planning College Funding and Planning*Employee Benefits Planning Enrollment – Insurance and Retirement Plans*Estate and Gift Tax Planning Executive Benefits Financial Planning*Insurance Planning: Life – Health – Disability – Long Term Care Insurance Planning: Property and Casualty Investment Management*Premium Financing and Life Insurance Settlements Retirement Distribution Planning

+ CASE STUDIES

Each current and prospective client presents a unique and diverse set of financial needs and goals. Whether dealing with an individual, a family, or a business, it is our mission to call upon our collective intellectual capital, experience, and resources to create plans and solutions which are best suited to meet these goals.

Here are actual cases which demonstrate the team approach and process of FDR Financial Group:

Annuity Arbitrage Strategy Implemented for Client with Taxable Estate and in need of Cash Flow Local Manufacturer and Distributor calls upon FDR Financial Group, Inc. for Multitude of Services Recent Widow in Need of Complete Financial Direction and Planning

+ HOT TOPICS

Help Maximize Disability Insurance Benefits Guarantees You Can Live With Fixed Annuities Offering Attractive Rates

Annuity Experts

The advisors at FDR Financial Group have experience in the complex world of annuities and can show you how these products may work for you.

Recent Published Articles

FDR

Financial Group, Inc. // 4000 Hollywood Blvd. // Suite 495-South // Hollywood, FL 33021
Contact Us // 800.330.5332 // Broward: 954.961.5333 // Dade: 305.530.3534

*Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor FDR Financial Group, Inc. is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000

NFP Securities, Inc. does not offer legal or tax advice.

All guarantees are based on the financial strength and claims paying ability of the issuing insurance company, who is solely responsible for all obligations under its policies.