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Our Services

An astounding 97% of investors admit that they need to be better informed when it comes to investing.

  NASD Investor Education Foundation, December, 2004

At FDL Financial Services, we provide expert assistance in the following areas:


Whether you’re 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 you’re new to investing and you're uneasy about having enough money to start. Or you’re unsure about which services you need or in what proportion. Let’s talk and design the right plan.

Financial Investments

  • Mutual Funds
  • Stock Portfolio Management
  • Bond Portfolio Management

Retirement Planning

  • Bond Portfolio Management
  • 401K Rollovers
  • Annuities


  • Life
  • Health
  • Disability Income
  • Long-Term Care

Educational Planning

  • College Savings Programs
  • 529 Plans

Estate Planning



Running your own business can be exciting. But there are details that can adversely impact you, your family, and your employees if you don’t plan properly. Whether you’re 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

Retirement Planning

  • 401(K) Plans
  • 403(B) Plans
  • Pensions
  • Profit-Sharing


  • Health
  • Disability