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Our experienced professionals have helped many people just like you pursue their financial objectives.
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We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Learn MoreWelcome to the First Fidelity Financial Group
First Fidelity Financial Group is dedicated to the overall success of the clients we serve.
It’s not about selling an individual policy, but rather understanding your financial health and condition, and developing a plan just for you.
By having this deeper understanding, we’re able to uncover solutions that lead to greater opportunities and savings.
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Contact UsHelpful Content
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Rightsizing for Retirement
What does your home really cost?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?