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Services & Strategies

FIDIR Financial Group takes a holistic approach to helping you grow and protect your wealth.

We will help guide you through navigating diverse market conditions, work together to help reduce tax burdens to maximize earnings, supporting your desired lifestyle both now, and in retirement and strive to ensure your legacy.

We also offer guidance on protecting your family or business through comprehensive risk management and insurance strategies and estate planning strategies to create your legacy.

Whatever comes, we'll be there.

INSIGHT SHAPED BY DECADES OF SERVICEComplete Financial Planning


Financial <br/>Planning

Financial
Planning

We’re here during every ripple in life to help you pursue your goals. Planning for cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, legacy planning strategies... We help maximize your savings while minimizing taxes. Whatever comes, we'll be there.

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Investment <br/>Management Strategies&#160;

Investment
Management Strategies 

We offer asset management accounts to help you deliberately create, implement, and monitor a thoughtful and organized investment strategy as part of your overall wealth management.

We don’t receive special compensation from fund companies to promote their funds. This allows us to recommend a prudent selection of the most efficient options for your risk/return considerations. 

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Estate <br/>Planning Strategies

Estate
Planning Strategies

Along with your estate attorney, we work together to help you create an estate planning strategy to take advantage of tax-saving opportunities, avoid probate, and ensure a seamless transition of your estate to the people or organizations of your choice.

Putting a thorough plan in place can help you protect assets from creditors, litigants and divorce, and ensure the success of multiple generations to come.

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Businesses &#38; Nonprofit Organizations

Businesses & Nonprofit Organizations

Navigate the world of business-related tax planning with us and your tax advisor. We also manage group retirement plans, guide through succession planning, executive benefits and compensation. 

Working with you, we identify, monitor, and mitigate your business transition risks and other financial risks, using protection products such as life and disability insurances.

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Nonprofit Organizations

Nonprofit Organizations

The North Star that guides all we do as a team is the commitment to being a trustworthy resource.

The North Star that guides each of us as individuals is a commitment to care deeply about, and be engaged in, the local community.

FIDIR Financial Group provides impactful advice and extensive guidance for foundations, endowments and charities to help them grow and protect their resources with effective and efficient wealth management, reporting and administration.

What Our Clients Are Saying

What Our Clients Are Saying

I have had the opportunity to work with Greg Ronneburger for several years. During all conversations Greg is easy to talk with, an attentive listener and very patient with a person who has many questions. I was looking for a trusted advisor, one who would spend the necessary time to understand my financial goals and objectives and had the requisite skills to present financial options, risks and alternatives. I am pleased to say, Greg is that person.

Lauren French

The quoted statements have been voluntarily offered by the provider cited who is a current or former investment advisory client of the named investment advisor representative. These statements reflect individual opinions and experiences and do not indicate or suggest broad suitability of any investment/financial advice or the advisability or potential performance of any investment, investment strategy, or financial product or service, nor should they be relied upon as bases for any financial decision. Equitable Advisors, LLC and its affiliates do not guarantee the accuracy or applicability of the information included in any client statements or testimonials. AGE- 6032571.1(exp.11/25)

Why Work With a FIDIR Financial Group Financial Professional?

There are more investment opportunities available than ever before.

By combining emotional insight with strategic experience, we strive to ensure that your financial plan is comprehensive and tailored to your unique needs and goals. We are here to help you articulate the source of any financial anxiety and offer strategies to mitigate those emotions. We offer a steady, objective perspective.

We have a strong relationship with LPL Financial*, one of the largest independent broker-dealer in the United States. We utilize LPL’s trading platform, one of the largest clearing houses with advanced trading technology. This enables us to have access to a wide range of investment products and resources and to offer comprehensive investment strategies to our clients without any requirement to use specific investment managers. 


*Equitable Advisors, LLC offers products and services of LPL Financial, a broker/dealer and registered investment advisor.  Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI and TN), serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors Financial Professionals.    

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