Striving daily to offer a conservative safe individualized approach to your retirement financial needs. 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. Call FDR today for a retirement conversation.
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)…
Whether your looking to rollover an existing 401k or 403b or possibly looking to start a new IRA, we can help. What that means to you is better quality of service with more focus on you the customer. Our fees are paid by the Insurance carrier which means there is never a charge to you. Experienced in retirement accounts, life insurance and long term care insurance.
Providing Private Retirement Consulting
Teacher Retirement Programs
Specialty Retirement Programs
Producing Long Term Income
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.