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 and insurance professionals  who all work together on your behalf. Experience the FDR advantage as we develop customized strategies designed to propel you forward toward your goals.

  • Align: Every facet of your financial life should work as a synchronized effort towards your goals.
  • Protect: Through insurance, strategize to safeguard your assets and insulate them from risk.
  • Grow: Seek out potential to nurture your wealth to new levels.

Get To Know Us

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Building a Legacy

Providing a quality client experience since 1983, helping people like you build and preserve wealth.

Learn about Retirement Income Strategies

Learn about Retirement Income Strategies

Lifetime income is an important part of your financial plan. Get professional advice from our specialists.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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Create a Free <br/>Financial Plan Below

Create a Free
Financial Plan Below

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Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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