Call: 352-293-2972
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FLORIDA DROP

Florida Deferred Retirement Option Program or Florida DROP should be your top priority upon retiring…

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FLORIDA FRS

Florida FRS is part of your retirement financial freedom plan. Once you receive your FRS…

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401k Rollover Specialist

Depending on your employer, you might have a different retirement savings plan. These plans share the same basic structure as 401(k)s…

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Protecting Your Retirement and Covering Your Life Insurance Needs

At FDR Financial we work on protecting your retirement and covering your life insurance needs. We offer retirement solutions that include lifetime income options and estate transfers, we strive to offer a conservative safe individualized approach to your retirement financial needs.

401K & 403B ROLLOVERS

Depending on your employer, you might have a different retirement savings plan. These plans share the same basic structure as 401(k)s: pretax contributions and tax-deferred earnings. The contribution limits are also the same. And the money you accumulate in one type of plan may be moved into any of the others (provided the new plan permits transfers)…Read More

RETIREMENT PLANNING

At FDR Financial we work on protecting your retirement and covering your life insurance needs. We offer retirement solutions that include lifetime income options and estate transfers, we strive to offer a conservative safe individualized approach to your retirement financial needs. Because each client has specific retirement needs we custom tailor a plan that may include fixed indexed annuities, indexed universal life insurance, whole life insurance, term life insurance and long term care Insurance to help build wealth and protect you and your family from life’s unexpected events…Read More

OUR COMMITTMENT

Whether your looking to rollover an existing 401k or 403b or looking to start a new IRA we can help. We are contracted with all of the top Insurance carriers. What that means to you is better quality of service with more focus on you the customer. and because our fees are paid by the Insurance carrier there is never a charge to you. We are experienced in retirement accounts, Life Insurance and Long term care insurance and are a one stop shop when it comes to protecting your family and saving for retirement.

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Contact Us

Park Place Plaza
5327 Commercial Way
Suite B106
Spring Hill, FL 34606

Main Phone: 352-293-2972
Fax: 352-474-2100

Email: info@fdrfinancial.com
FDR Financial Services Group of Hernando Pasco and Citrus, LLC, Insurance Agency, Spring Hill, FL
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