Broker Check
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

How We Do Business


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

Learn More

What We Can Offer You


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

Learn More

Our Professionals


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

Learn More

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!

Contact Us

Helpful Content

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

View all presentations arrow

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Forecast

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

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Safeguard Your Digital Estate

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow