Financial Design Resources
Our team works alongside you to uncover new opportunities for growth and proper protection.
A New Outlook on Tomorrow
The trust and reliability you’ve been looking for with your financial advisor.
Put our Experience to Work
Expertise from diverse backgrounds for a complete approach to your financial plan.
Our clients benefit from the coordinated team approach that makes FDR Financial Group, Inc. unique. Think of our firm as your quarterback, directing and designing the plays for your financial life. In the finance industry it is common for an individual to consult with multiple advisors from various backgrounds in order to make progress towards their goals. At FDR Financial Group, Inc. there is no need to make more than one call for your questions or concerns on any subject from investing and annuities to insurance or estate planning. Our multidisciplinary team of advisors includes Certified Financial Planners, insurance professionals, attorneys, and a Certified Public Accountant who all work together on your behalf. Experience the FDR advantage as we develop customized strategies designed to propel you forward to achieve your goals.
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Building a Legacy
Curated articles, videos, and more for a more financially savvy you.
Design a portfolio and explore options to maximize the growth potential of your wealth with proper risk controls.
Take a look at the whole picture to develop a plan for reaching your goals.
No slick salesmen here. Fiercely protect your assets with insurance policies and products that meet your needs.
Attract and retain top talent with the right benefits for you and your employees.
18 Years’ Worth of Days
“Dirty Dozen” Tax Scams to Watch For
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement
Annuities may be a powerful investment vehicle when properly incorporated into your financial plan. Are they right for you? How do annuities work? Get expert advice from our annuity specialists.