Our Firm

The Principals of Financial Directions, Inc. (FDI) have been helping clients succeed in their lives, in their businesses and in their retirement life styles since 1971.

We can help turn financial dreams into reality for individuals, families and businesses.

With very broad backgrounds in the fields of Taxation, Accounting, Investments, Insurance, Estate, Estate Planning and Retirement Planning, we are uniquely qualified to help you accomplish your goals.

We are able to provide professional and impartial advice in the above areas. We are able to implement that advice and continuously review your situation as needs and/or goals change to make sure your planning stays current.

Our Loyalties are to our clients.

We place great emphasis on professional competence and integrity. Our staff are required to attend continuing education conferences and seminars so as to stay abreast of the latest changes and developments in the various professional areas they practice in.

By law, we are bound to recommend only those products that are best suited to our client`s needs. To do this, we have established a relationship with Cambridge Investment Research, Inc., a broker/dealer to provide an extremely broad array of products, administrative services and technical assistance. Our association with Cambridge Investment Research, Inc. means we are able to provide our clients skilled and experienced advice and the highest possible standard of service.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck