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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.


Looking for more information on various financial hot topics? 8-10 times a year we offer educational webinar opportunities to the provider community. Stay tuned for details on our first webinar of 2021. To access our webinar archive, click here.


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.

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