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.
Learn about Retirement Income Strategies
Lifetime income is an important part of your financial plan. Get professional advice from our specialists.
The Basics of Medicare
Create a Free
Financial Plan Below
Want to see if you are on track to meet your retirement goals?
Complete this quick questionnaire below!
