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Our Services

At FDR Financial Group, Inc., we provide expert assistance in the following areas:

Investments

  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
  • 401k Planning
  • 403b Planning
  • Portfolio Management
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • 529 Plans

Financial Planning

  • Asset Allocation
  • Asset Protection
  • Business Succession
  • College Funding
  • Employee Benefits
  • Estate Planning
  • Executive Benefits
  • Insurance Planning
  • Premium Financing and Life Insurance Settlement
  • Retirement Plans
  • Tax Plans

Insurance

  • Buy-Sell Insurance
  • Disability Insurance
  • Group Health, Life, Disability
  • Key Man Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplements