The FDR Advantage:
Your Dedicated Team
Our clients benefit from the coordinated team approach that allows Financial Design Resource Group to provide comprehensive services. 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 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.
- Align: Every facet of your financial life should work as a synchronized effort towards your goals.
- Protect: Strategize to safeguard your assets and insulate them from risk.
- Grow: Seek out potential to nurture your wealth to new levels.
Investing
Design a portfolio and explore options seeking to maximize the growth potential of your wealth with proper risk controls.
Financial Planning
Take a look at the whole picture to develop a plan for reaching your goals.
Insurance
No slick salesmen here. Fiercely protect your assets with insurance policies and products that meet your needs.
Corporate Benefits
Attract and retain top talent with the right benefits for you and your employees.
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A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement
The Authority on Annuities
Annuities may be a powerful investment vehicle when properly incorporated into your financial plan. Are they right for you? How do annuities work? Get professional advice from our annuity specialists.