OUR FINANCIAL SERVICE WILL HELP YOU SAVE, SAVE, SAVE

DIRECTORY

HOME PAGE
BACK TO SERVICE PAGE

This is just a partial list of services available

That's right, by following the FDI enrollment process, you can have a professional Financial Planner and Consulting company assist you in advice with insurance needs and risk management, college funding, retirement planning, tax planning, eldercare needs analysis or estate planning at no additional cost to you.

Free Benefits for FDI Preferred and First Class Customers Only!

MoneyTRAX Services Available to all FDI Members

UNLIMITED OBJECTIVE CONSULTATIONS
– Need to ask a question about a personal financial matter?
Schedule a personal objective financial consultation at no charge to you.

AUTOMATED RECORDKEEPING
– Track your business income and expenses online and offline to simplify your bookkeeping for your business.

MONEYTRAX FINANCIAL LIBRARY
– Access to MoneyTRAX Financial Library with financial planning information and numerous financial calculators.

EDUCATIONAL CONFERENCE CALLS –
Great atmosphere for continuing education and Q & A's.
Sample topics include: How to keep proper records, how to plan for your retirement and your children's education, determining if you have the proper amount of life insurance just to name a few.

Our specialty is serving the financial needs of individuals. MoneyTRAX can help you with proven strategies to SAVE MONEY, MAKE MONEY and CREATE WEALTH!

How much MONEY can I save by using these services????
Use this chart to check for services in your area
Show me what can savings these services can provide me!
I want to get more info about how FDI Services can save me money