BUSINESS SUCCESSION PLANNING

The advisors of FDR Financial Group work with you to plan for the future of your family business and provide tax efficient strategies to:

  • Help preserve family ownership and management.
  • Transfer to partners or third parties

The success of these options depends on having everything in place. Your goals, agreements, people, and finances. These are not simple steps. Also, once the plan has been finalized and initiated, it must be regularly reviewed and updated to reflect changes over time. Let the advisors of FDR Financial Group analyze your personal situation and find out how to help plan for your company's future.

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 		Copyright ©2009 FDR Financial Group, Inc.
All Rights Reserved.



*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.