Changing the conversation

Ready for Retirement?

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!

Always look forward, learn from the past and live for the future...

~Lee R. Symcox, President and CEO First Fidelity Bank

Helpful Content

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.


A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

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

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Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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