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 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. We are an "A+" rated company with the Better Business Bureau.
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 know that finding the right adviser 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.
Call or Visit us today!
5327 Commercial Way
Suite B 106
Spring Hill, Florida 34606
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?
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.
Risk Free 403(b)
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 "AAA" rated or better. This will allow us to match the best product to you and your needs and goals.
Indexed Universal life insurance
Commonly known as IUL's, which are designed to be permanent life insurance policies. Clients can borrow against the accumulation portion of their policy and never have to pay the money back until death. Keeping the policy in force for life allows the beneficiaries to receive the death benefit, plus any balance of the policy, tax-free. Perhaps most importantly, accessing cash via policy loans within an IUL are tax free to the insured during their lifetime, and can be a tremendous addition to a retirement income plan. The index, and the way the investment portion of the policy is designed, varies from policy to policy, so our financial advisers examine each policy closely to find the right match for you.
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.