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How We Do Business


Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You


We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals


Our team approach offers a range of services to provide more benefits to our clients.

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Welcome 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.

Welcome to the conversation!

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Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

Debt Stress

There’s a link between debt and stress.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Business Cycle

How will you weather the ups and downs of the business cycle?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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