Most Recent Article
Year-End Financial Planning Checklist
At Fedor Financial Group, LLC, our primary goal is to help our clients enjoy the retirement that they deserve. We specialize in the following 3 areas: minimizing the risk of running out of money, protecting portfolio principal, and minimizing taxes for our clients. We can also help by reallocating assets and implementing strategies to help pay for your loved one's long-term care privately without necessarily impoverishing them.
Solutions we may offer include:
We primarily use a customizable, fee-based approach rather than a commission-based approach. The fee-based approach, offered through Commonwealth Financial Network®, means that the success of our firm is directly tied to the results of our investors. That means we're all on the same team!
We focus on reducing volatility through diversification and portfolio rebalancing.
Our founder and president, David E. Fedor is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM. He has helped thousands of investors pursue their dreams since 1994.
If you're not acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.
We appreciate your interest in Fedor Financial Group, LLC, and sincerely look forward to serving you.
My Financial Life is a helpful website for people of all ages to learn about what they can do to improve their finances. For seniors, it includes a retirement calculator, tips on Social Security, and how to minimize taxes. Click on the upper-right hand link on our website to learn more.