Worried that you’llRUN OUT OF MONEYin Retirement?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Frederick Financial Group, we believe everyone should be able to live the retirement they’ve always wanted.  Using a variety of investment and insurance products and strategies, our team of professionals will develop and implement a well-thought-out retirement strategy addressing all your needs and concerns.

Our Financial Readiness
Planning Process

Discover how we create our confidence-boosting financial plans:

  • Step 1: Discover

    We listen to every detail regarding your financial situation to learn everything we can about the concerns, values and goals that are unique to you and your family.

  • Step 2: Develop

    Based on our in-depth understanding of your situation, we’ll develop and present you with an integrated, comprehensive set of recommendations.

  • Step 3: Implement

    Once you review and approve your plan and are completely comfortable with all the details, we put it into action.

  • Step 4: Monitor

    We regularly review and communicate your progress toward your goals. As your life circumstances or markets change, we make course corrections accordingly.

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers
Health Savings Accounts
Supercharging Your Existing 401(k) /TSP


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Income Strategies
Long-Term Care Strategies
Asset and Wealth Protection Strategies
Estate Conservation


Provide for the people and causes you care about the most.


IRA Legacy Planning
Tax-Efficient Wealth Transfer Strategies

We can also refer you to professionals who provide the following services:

Home and Auto Insurance
Tax Preparation
Estate Planning
Asset Protection
Medicaid Planning
Legacy Planning

We get in-depth with these resources:

Ready to Take
The Next Step?

For more information about any of the products and services listed here, schedule a call today.