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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

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

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

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

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

Can I Refinance My Mortgage?

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

Federal Income Tax

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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