Fedor Financial Group, LLC - Home
David E. Fedor, CFP, CRPC
At Fedor Financial Group, LLC, our primary goal is to help our clients enjoy the retirement they deserve. We specialize in the following three 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 a loved one's long-term care privately without impoverishing them.
Solutions we offer include:
- Investment management
- Tax-advantaged long-term care annuities
- Retirement planning
- Insurance planning
- Immediate lifetime income planning
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
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 link on our website to learn more.