Create a Customized, Comprehensive Financial Strategy

For a personalized proposal or additional information about FDI and our service areas – insurance, wealth management, retirement planning, tax, and asset protection – contact us at 888-898-3627.

Webinars

Looking for more information on various financial hot topics? Every month we offer educational webinar opportunities to our clients. Click here to access our archive, and here to register for our next webinar, Top 7 Financial Tips for New Attendings.

Videos

Curious on how to qualify for the QBI (20% pass through) deduction as a 1099 medical professional? Take a listen to Ryan Johnson.

Curious about why a 1099 position might be more financially advantageous? Take a listen to Terry Westlund.

Take a listen to Gary Eickhorst on key provisions to ensure are included in your disability coverage.

How do you build wealth while still having fun? Take a listen to Noel Roach.

What retirement saving options does a 1099 provider have available to them? Ryan Johnson has the details.

What does it mean to be a fiduciary? We abide by a strict code of ethics in your best interest.

Sign up for our Tax Newsletter here