Financial Design Resource Group
Our team works alongside you to uncover new opportunities for growth and proper protection.
A New Outlook on Tomorrow
The trust and reliability you’ve been looking for with your financial advisor.
Put our Experience to Work
Expertise from diverse backgrounds for a complete approach to your financial plan.
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.

Building a Legacy
Providing an exceptional client experience since 1983, helping people like you build and preserve wealth.
Helpful Content
Curated articles, videos, and more for a more financially savvy you.

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.

18 Years’ Worth of Days

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.