Our Services


 We know you have choices.  While it may be our vast array of products and opportunities that leads you to us, our superior level of customer service and commitment will keep you as a client.   By taking time to first get to know our clients, we are able to make recommendations uniquely suited to help our clients achieve their dreams and goals.  As an independent firm we work with multiple companies offering a variety of products to help our clients plan for:

  • Estate Conservation
  • Tax Free income for your family
  • Key-man business protection
  • Legacy planning
  • Tax efficient wealth transfer strategies 
  • Asset and Wealth protection strategies

Additionally, we have a network of experts to assist our clients in the following areas: 

  • Home and Auto Insurance
  • Accounting
  • Wills
  • Estate Planning
  • Asset Protection
  • Medicaid Planning
  • Legacy Planning

Don't forget to take a few moments to visit our investment company website, Frederick Financial Group, for information about:

  • Potential for greater annual returns
  • How undisclosed fees and conflict of interest can affect performance and lower your returns
  • Protection strategies during periods of severe market volatility
  • How the promise of a 6% or 7% guaranteed return really works
  • How our investment portfolios offer traditional stock market investment options WITH downside protection.