About Us

Overview

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.

 

We take pride in our business a strive to provide our clients the best solutions to fit their needs. Our individualized approach allows our clients to pick and choose the best carriers that meet their individual specific needs thus allowing them to maximize their retirement income and allow them to get the most out of their life insurance plans. When shopping for rates we factor in the clients specific needs at that time and by reviewing the account on a yearly basis we adjust those needs accordingly.

 

At FDR Financial we strive to be the best in our industry and by doing that it allows us to offer you a first class service and experience that you will not find elsewhere. When searching for the right plan or policy give us a try or if you would just like a free review of what you currently have we can do that too. We represent insurance companies that have earned high ratings from AM Best the leading independent insurance industry rating authority.

Our

Team

Financial

Planning

FDR Financial Group opened its doors in 2012. Since then, we have facilitated the success of retirees across the State of Florida. Choosing to specialize in a field means that you are completely devoted to it; that you will protect it as if it were your own. That is the energy that sets us apart.

Headquartered in Spring Hill, Florida, with satellite offices across The Sunshine State, FDR Financial Group is here to review your current course of action in retirement and insurance options. We represent top rated carriers across the country with the highest-level contracts. This means we have access to preferred products with the highest bonuses and best rates. 

Proven

Approach

We know that finding the right advisor to represent you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget because here at FDR Financial Group you are our main focus.

We have the BBB rating to prove it. Financial and Investment planning is our focus. We achieve the best results by offering the best annuities with the best rates in the industry, then wrapping it up with the very best life insurance to protect your assets. Rest assured the professionals at FDR Financial will make sure that your life in retirement will be as financially rewarding as it was in your working years, allowing you to do the things youve always wanted to do, And making sure your loved ones are protected in the event of death.

Coyright © 2019 FDR Financial Group — All rights reserved.