We are a full service wealth management and accounting firm that merges technology with financial practices to provide the most up to date and accessible experience for our clients, while keeping your costs down. Having a well-defined investment strategy is important. It serves as a road map to prepare for decisions that might otherwise be based on intuition or emotion.
Investment planning includes establishing your goals, developing defined strategies to achieve those goals, implementing these strategies and monitoring your progress in attaining those goals. Let us prepare your taxes the modern way! We know how busy life can get and offer a quick and efficient mobile solution.
Investment planning includes establishing your goals, developing defined strategies to achieve those goals, implementing these strategies and monitoring your progress in attaining those goals. Let us prepare your taxes the modern way! We know how busy life can get and offer a quick and efficient mobile solution.
Services
FDR Wealth Management Group is a full service financial management and accounting firm focused on forward thinking financial practices. Our goal is to embrace modern technology in order to optimize the clients accessibility, costs and provide the most up to date quality information and practices.
Incorporated in 2016, we serve Iindividuals, students and small-mid sized businesses along with sophisticated individual investors with domestic and international tax planning strategies along with proactive business solutions.
Incorporated in 2016, we serve Iindividuals, students and small-mid sized businesses along with sophisticated individual investors with domestic and international tax planning strategies along with proactive business solutions.
Having a well-defined investment strategy is important. It serves as a road map to prepare for decisions that might otherwise be based on intuition or emotion. Investment planning includes establishing your goals, developing defined strategies to achieve those goals, implementing these strategies and monitoring your progress in attaining those goals.
