You deserve access. Access to an experienced team, not just one representative, that is equipped and qualified to help point you in the right direction.
Our team is full of diversified members who specialize in a variety of financial disciplines – everything from estate and retirement planning to corporate benefits – offering both fee-based and brokerage services. No need to meet a long list of requirements or account minimums to work with us. Just let our team ask the right questions to design a solution that fits your needs. Bring your spouse or your family to the first meeting so we can get to know you and your story.
Balancing financial strategies for your personal life and your business can be a challenge. Protect yourself and plan for your future while satisfying your employees with well-designed corporate benefits packages.
We truly listen to your needs, educate, and offer our advice for your situation. Plan for retirement, set up education funding, and ensure your assets are protected.
Optimize your savings, prepare for wealth distribution, and make arrangements for long-term care. From dealing with the loss of a spouse to transferring your wealth to the next generation, we believe you can face the future with courage no matter what the economy or markets may do.
Our team can help you find opportunities to build and protect your hard earned wealth as you pursue new heights in your career.
Many times it’s a life transition that sparks an interest in working with a financial advisor. Perhaps you’ve recently started a family, launched a powerful business, changed jobs as you work your way up the corporate ladder, or maybe retirement is nearer than ever. We pride ourselves on retaining our clients for life, walking alongside you through every season from your working years to retirement. Discover what’s different at FDR when you schedule a meeting today.