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WELCOME TO FDR FINANCIAL GROUP, INC.

Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments and manage performance results for clients.

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 CERTIFIED FINANCIAL PLANNERS™ (CFP®), Tax Attorneys (J.D., LL.M.), a Certified Public Accountant (CPA),and Insurance Professionals (CLU).

INSURANCE SERVICES

Our advisors can help you in your efforts to insure and preserve wealth during your lifetime and plan for the next generation, by helping to provide comprehensive estate, business, succession and charitable giving plans.

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WEALTH MANAGEMENT

The advisors of FDR Financial Group, Inc. provide fee-based planning and investment advisory services to individuals who value client-focused solutions and personalized service.

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BENEFITS

The advisors of FDR Financial Group, Inc. offer corporate benefit and retirement programs targeted to your company’s employees, as well as executive benefit programs for key executives.

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OUR FINANCIAL ADVISEMENT PROCESS

Over the thirty-plus-years FDR Financial Group, Inc. has been in business, we have established a six-step process we believe can stimulate success. We hope you’ll join us on that journey:

ESTABLISHING RELATIONSHIP

  • It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded FDR Financial Group, Inc., and that level of trust has given our clientele great confidence.

GATHERING DATA AND GOALS

  • Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

EVALUATING FINANCIAL STATUS

  • FDR Financial Group, Inc. encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

REVIEW OUR RECOMMENDATIONS

  • All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

SETTING YOUR PLAN TO ACTION

  • When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

MONITORING PORTFOLIO PROGRESS

  • At its best, working with FDR Financial Group, Inc. becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.

MEET OUR FINANCIAL ADVISORS

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.

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INDIVIDUALS & FAMILIES

Whether you’re a party of one or six, the FDR Financial Group, Inc. team customizes your investment strategies to fit your current needs and future goals.

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