Fedor Financial Group, LLC - Home
2021 Market Outlook from Our Chief Economist
Tax Loss Harvesting
How Our Firm Works
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 are an intentionally exclusive firm. We minimize the size of our client base so that we can maintain the highest level of service possible. Part of how we maintain our exclusivity is requesting that new clients invest at least $500,000 or more. The founder personally works with every one of the firm's clients by setting their goals and implementing their investment or insurance strategy. He also employes a systematic portfolio review process to ensure that his clients are on track to meeting their goals.
We focus on reducing volatility through diversification and portfolio rebalancing.
We Specialize in the Following 3 Areas:
- Minimizing the risk of running out of money
- Protecting portfolio principal
- 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
Who We Are
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.
Click here to learn more about our team.
We appreciate your interest in Fedor Financial Group, LLC, and sincerely look forward to serving you.
David E. Fedor, CFP, CRPC
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.