FDR Financial Group, Inc.

For more than 30 years, FDR has operated independently to provide exceptional advice to individual clients. For each client, FDR brings a team of experts, best of breed, who deliver holistic solutions (wealth accumulation, preservation and distribution). At FDR Financial Group, we define our role as advocates on behalf of individuals, businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk. Proper Alignment Far too often, an individual’s finances are managed by a myriad of advisors who do not communicate with each other or collaborate towards a common goal and strategy. At FDR Financial Group, our team will organize a client’s assets with our customized portfolio, coordinate and work in partnership with their advisors (but not substituting those individuals), and develop a plan for the present and the future. We constantly monitor this plan to ensure that any changes in the lives of our clients or in the financial market are appropriately accounted for. Independence FDR Financial Group is independent and fully aligned with its clients. We are not confined or restricted in our thought and creativity, allowing us the freedom and flexibility to provide products and solutions which are truly in the best interest of our clients, not the companies who provide them. SERVICES: At FDR Financial Group, Inc., we provide expert assistance in the following areas: Investments Fixed Annuities Indexed Annuities Variable Annuities 401k Planning 403b Planning Portfolio Management Roth IRA SEP IRA SIMPLE IRA 529 Plans Financial Planning Asset Allocation Asset Protection Business Succession College Funding Employee Benefits Estate Planning Executive Benefits Insurance Planning Premium Financing and Life Insurance Settlement Retirement Plans Tax Plans Insurance Buy-Sell Insurance Disability Insurance Group Health, Life, Disability Key Man Insurance Life Insurance Long Term Care Insurance Medicare Supplements

Address: 4000 Hollywood Boulevard, Suite 495-South, Hollywood, FL 33021, USA

Phone: +1 954 961 5333
FAX: +1 954 961 9582