FGD Financial is a California-based group of licensed representatives dedicated to educating employees on their employer's benefits package without the confusion normally associated with retirement planning. Our objective is to provide financial planning solutions to district employees. Throughout our history, we have continuously innovated to improve service specializing in a wide selection of programs carefully designed to close the retirement income gap. FGD Financial advisers are regarded as highly professional and reliable by a long list of satisfied customers.
All services are provided free of charge and no obligation, and appointments are available in person or via phone consultation.
Our services include:
California Pension Review
Paycheck Analysis
403(b), 457,Tax Sheltered Annuities
Pension Maximization
Long Term Care planning
Life Insurance
ROTH and Tax Free planning strategies
Social Security and Medicare education