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Corporate Benefits Planning

The success of every business is dependent upon two things: talent and planning. FDR Financial Group, Inc. has the resources to help business owners attract and keep the right talent, while planning for your own financial future and the longevity of your company.

These are the tools we can present to the business owner to gain unique leverage personally through a corporate setting.

Did you know that the “benefits” part of corporate benefits planning isn’t just for your employees? It’s also for the employer and key executives. We create customized benefit plans crafted to give your business a competitive edge and make the most of your human capital, while protecting the value of your life’s work through planning and insuring.

A 401(k) might be the most popular type of retirement plan, but it’s certainly not the only option. What do you want to achieve with your business? Allow our team to help you choose the right employee benefits package that yields advantages for both employers and employees while taking into consideration tax implications and legal parameters. Our objective advice is free from the conflicts of interest found at many major financial firms because we are independent.

Corporate Benefits Programs Including:

  • Group Health Insurance plans (Medical, Dental, Vision, Voluntary Employee)
  • Group Short Term and Long Term Disability Insurance Plans
  • Group Life Insurance Plans
  • Business Succession Plans
  • 401(k) and 403(b) Plans
  • Profit Sharing Plans
  • SEP IRA Plans
  • Simple IRA Plans
  • Defined Benefit Plans

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