Services - Family Wealth Group

Customized Retirement Planning

Service Offerings

At Family Wealth Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of financial service professionals can help you create a well-thought-out strategy using a variety of investments and insurance products designed to help you address your financial needs and concerns.

Wealth Management

Managing wealth before retirement, at retirement, and after retirement are very different.

IRA/401k Rollovers

An IRA rollover is the process of moving funds from a qualified retirement plan (like a 401(k) or another IRA) into an Individual Retirement Account (IRA).

Annuities

Annuities are a type of financial product often used in retirement and long-term financial planning.

Asset Protection Strategies

We will work with you to protect your finances in retirement.

Investments

Financial planning involves selecting the right mix of investments based on your goals, risk tolerance, and time horizon.

Life Insurance

Life insurance can be a key component of a solid financial plan, offering protection, stability, and long-term benefits depending on your goals.

Tax-Efficient Strategies

Family Wealth Group will work with you to help plan and manage your retirement income and anticipated withdrawals in a way that minimizes taxes.

Long-Term Care Strategies

At Family Wealth Group, we work with Medicare and Independent Insurance agents who are licensed and able to provide various Medicare and insurance plans and programs.

IRA Legacy Planning

Family Wealth Group has a strong belief in protecting what you’ve worked so hard for.

Retirement Income Strategies

Retirement income planning is about ensuring that you have enough money to cover your expenses after you stop working.

Tax-Efficient Strategies

Family Wealth Group will work with you to help plan and manage your retirement income and anticipated withdrawals in a way that minimizes taxes.

IRA Legacy Planning

Family Wealth Group has a strong belief in protecting what you’ve worked so hard for.

Long-Term Care Strategies

At Family Wealth Group, we work with Medicare and Independent Insurance agents who are licensed and able to provide various Medicare and insurance plans and programs.

Retirement Income Strategies

Retirement income planning is about ensuring that you have enough money to cover your expenses after you stop working.

Ready To Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

SCHEDULE A MEETING

give us a call at 859.309.0349