An astounding 97% of investors admit that they need to be better informed when it comes to investing.
NASD Investor Education Foundation, December, 2004
Individuals
Whether youíre a single professional, a family with kids, or a couple nearing retirement, FDL Financial has financial solutions to address your current needs and future plans. Several products and services are listed below. Maybe youíre new to investing and you're uneasy about having enough money to start. Or youíre unsure about which services you need or in what proportion. Letís talk. Your advisor will help you design the right plan.
    Financial Investments
  • Stock Portfolio Management
  • Bond Portfolio Management
  • Mutual Funds
    Retirement Planning
  • 401K Rollovers
  • Annuities
    Educational Planning
  • 529 Plans
  • College Savings Programs
    Estate Planning
    Insurance
  • Life
  • Health
  • Disability Income
  • Long-Term Care
    Mortgages
Businesses
Running your own business can be exciting. But there are details that can adversely impact you, your family, and your employees if you donít plan properly. Whether youíre just starting your business or a seasoned business with growing pains, FDL Financial offers several services below. Contact FDL Financial today to learn how the advisor can support your business.
    Cash Flow
  • Short Term Cash Management
    Retirement Plans
  • 401(K) Plans
  • 403(B) Plans
  • Pensions
  • Profit-Sharing
    Insurance
  • Health
  • Disability
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