FDR Financial Group
Take Hold of Your Financial Future
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Locally Based + Individualized Plans

FDR Financial Group

 

Take Hold Of Your Financial Future


    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 over 50 top rated carriers across the country with the highest-level contracts. This means we have access to preferred products with the highest bonuses and rates. 

    We are an "A+" rated company with the Better Business Bureau. Our CEO sits on the advisory board of four different companies and is a Million Dollar Round Table Member. 

    Whether you are looking to rollover an existing 401k, 403b, 457 account or possibly looking to start a new IRA, we are here to help. Our agents are experienced in retirement accounts, life insurance and long term care insurance. We provide a better quality of service with a focus on you.

    FDR Financial is striving daily to offer a conservative safe individualized approach to your financial retirement needs. Therefore, we custom tailor unique plans that fit your exact needs and always work for your best interest. Call us today for a free consultation!

 

Call or Visit us today!

CONTACT

(352) 293-2972

info@fdrfinancial.com

➤ LOCATION

5327 Commercial Way

Suite B 106

Spring Hill, Florida 34606

 

 

401(k rollovers

Perhaps you've left your job but still have a 401(k) or Roth 401(k) with your former employer; you're retiring and are wondering if leaving your money in a 401(k) is the best option; or perhaps you simply want to diversify—now what?                                                                                                  

STRUCTURED SETTLEMENTS                                          

Cash flow from a pension is money that you want to preserve over time. Structuring your own settlements gives you a guaranteed income. Rates can range from 3% to 7% depending a 1-10yr term commitment from you. Let one of our experienced financial advisors sit down and explain how structured settlements can help you.        

                                                                                               

403(b) PLANNING

Why choose us? We are providing free, personal retirement and insurance planning for all FRS employees and their families. We have access to all of the most highly rated retirement and insurance carriers who are all triple A rated or better. This will allow us to match the best product to you and your needs and goals.

LIFE INSURANCE                                                           

We do everything we can for our loved ones, not because we have to, but because we want to. Whether you’re looking for coverage for a specific period of time or lifelong protection, with the right Life Insurance coverage, you can be happy knowing that your loved ones will be able to live out their dreams, no matter what the future holds.

 

FLORIDA D.R.O.P.

The Florida Retirement System offers you the option of participating in two FRS retirement plans: the FRS Investment Plan and the FRS Pension Plan (which includes DROP). In addition to the FRS retirement plans, universities and community colleges offer defined contribution annuity programs for some of its members.

INTERNATIONAL INSURANCE plans & IMMIGRATION MANAGEMENT

The United States welcomes thousands of foreign workers in multiple occupations or employment categories every year. These include artists, researchers, cultural exchange participants, information technology specialists, religious workers, investors, scientists, athletes, nurses, agricultural workers and others. All foreign workers must obtain permission to work legally in the United States. Each employment category for admission has different requirements, conditions and authorized periods of stay. 


 
Formal education will make you a living; self-education will make you a fortune.
— Jim Rohn