ESTATE AND GIFT TAX REDUCTION PLANNING

The advisors of FDR Financial Group, Inc. offer clients estate planning and wealth transfer products and services that help protect and preserve wealth during their lifetime, and plan for the next generation, through estate, business succession and charitable giving plans. We will help you analyze the number of different gifting strategies available for planned giving.

The advisors of FDR Financial Group, Inc. evaluate clients' financial needs and design personalized plans that suit their goals. Our firms work alongside clients' tax and legal advisors to help develop efficient and effective estate and succession plans that offer flexibility and stability.

NFP has developed relationships with leading financial product manufacturers to enable our firms to access an ever-increasing array of products and services. Our open architecture platform allows our firms to offer clients the resources and tools appropriately suited to their particular needs.

  • Review of Estate Plan
  • Creation and communication of wealth transfer objectives
  • Development and implementation of estate planning recommendations
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.