First Fidelity Tax and Insurance is a full service, retirement planning company serving Lewisville and surrounding communities. First Fidelity Tax and Insurance provides retirement and estate planning to families nearing or already enjoying retirement. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at First Fidelity Tax and Insurance.
After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.