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 can help you grow your wealth and leave a legacy for your family by:
- Providing personal financial strategies to help protect your financial achievements and plan for your long term goals
- Individualizing lifetime settlements†
- Legacy planning strategies
A comprehensive financial plan can be the foundation for a successful future. Making sense of your finances requires time and effort as well as commitment. Working with a financial advisor can help simplify the process and help you achieve your goals through careful planning. Creating a plan for success is an essential step in incorporating a holistic approach to wealth. A comprehensive plan helps you keep your perspective in challenging times and focus on your long-term goals. Financial planning can give you a foundation for making sound decisions throughout your lifetime.
Benefits of a Financial Plan:
- Helps put you in control of your financial future
- Helps organize your financial information
- Establishes clear and realistic goals for success
- Provides strategy for making smart financial decisions
- Builds an ongoing relationship between you and your financial advisor
†In a Life settlement transaction the seller receives a lump sum payment from the purchaser of a life settlement--typically for more than the policy's cash surrender value but less than the net death benefit. As opposed to life insurance surrenders, they may take weeks or longer to complete.
Please note that the number of bidders for a policy may be limited; proceeds from sales of similar policies may vary and may be subject to claims of creditors. Receipt of proceeds may impact eligibility for government benefits and entitlements. Prior to sale, the insured should consider the continued need for coverage, impact to estate plans, availability of insurance, cost of comparable coverage, and tax implications. There may be high fees associated with the sale of a life settlement and your personal medical information may be disclosed to 3rd parties. Please consult an appropriate professional regarding your individual circumstances.