For more than 25 years, FDR Financial Group, Inc. has been providing a full range of Employee Benefits to companies similar to yours, right here in South Florida.
- Group Benefits
- Health Insurance - Our independent position allows us to analyze your needs, obtain competitive quotes available in the market, and help you select a carrier and customize a plan providing comprehensive medical (dental and/or vision) coverage for your group.
- Life/AD&D, Disability, Long Term Care Insurance - Our team of experts will customize an effective plan for your key employees and help keep costs at a minimum for your group.
- Executive Benefits - Recruiting, rewarding, retaining, and retiring top executives are keys to the ongoing success of a company. We will develop an attractive executive benefits plan, which is vital in order to maintain quality leadership and prevent costly turnover of management.
- Property & Casualty - We offer insurance products and services with packages that are tailored to help protect your business. Insurance products include: Property, General Liability, Workers' Compensation, Umbrella, Excess Liability, Executive Liability, Business Income, Employee Benefits Liability, and more. Our services include Evaluation and Analysis, Coverage Analysis, Benchmarking, Program Design and Placement.
- Retirement Planning - We advise on the design and management of a retirement plan solution that helps to meet your needs and helps your employees meet their retirement goals. We can evaluate and perhaps enhance your current plan. We work to increase employee participation, to encourage contributions, and to monitor your plan for proper diversification of assets in an effort to help maximize the value of your plan for your employees.
- Financial Planning - While institutions traditionally follow a disciplined approach to investing, individual investors are often less structured about achieving their goals. Following a disciplined process, we can create a personalized investment plan that identifies your unique investment needs and challenges. FDR Financial Group, Inc. helps you grow your wealth and leave a legacy for your family. We can also help business owners achieve their exit and succession objectives.
'PERSONALIZED ADVOCACY SERVICE – THE FDR ADVANTAGE'
FDR Financial Group, Inc. serves as a liaison between the carriers and our corporate clients as an advocate with the insurance company. We offer personalized service, communicating with HR managers and directly with employees to assist with claims, billing, coverage, and benefit questions and issues. Our licensed health insurance agents manage a competitive quotes process and provide detailed and objective comparisons of plans from leading health insurance companies. We coordinate enrollments and the introduction of coverage enhancements. We review plan performance on a regular basis. We will also ensure that your company is compliant with the Department of Labor, Cobra, HIPAA, and Carrier requirements. We can arrange to provide all of your payroll needs and human resources with one of our providers, as well. We are Employee Leasing specialists and can help you properly choose among the many Professional Employer Organizations (PEO) and Employee Leasing companies.
LOCAL and INDEPENDENT OBJECTIVITY with a NATIONAL and INSTITUTIONAL IDENTITY
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. For each client, FDR brings a team of experts, best of breed, who deliver holistic solutions. Our team of experts includes a Certified Public Accountant (CPA), Tax Attorney (JD), Certified Financial Planner (CFP™), and Insurance Professional (CLU). You have complete access to our entire team at all times. Our job is to ask tough questions, design creative solutions, coordinate planning resources, and manage performance results for clients.
For nearly three decades, we have provided Employee Benefits for a wide range of clients throughout South Florida. From a small, family-owned business to a large corporation, there is no business too big or too small for us to properly service.
As a member of National Financial Partners (NFP), a publicly held association of independently-run, financial firms, we retain our local and objective identity, while providing access to the collective strength, knowledge, and experience of a national organization. NFP and its subsidiaries provide an expansive portfolio of products, resources, technology and solutions to any challenges you face.
In today's economic and corporate environment, business and HR managers at companies of all sizes are being asked to do more when it comes to employee benefits. You must find a way to do more when it comes to employee benefits. You must find a way to provide benefits programs that create greater value for employees and employers alike – now, and into the future. The good news? With FDR Financial Group, Inc. and NFP, we can help you be more – with greater insight, greater support and greater benefits solutions that meet the unique needs of your continually evolving workforce during these continually changing times.