The Green Light Retirement Plan
Our main goal at Family Focus Financial Group is to help give you the “Green Light” that you are good to go. We start by listening to your dreams and ambitions. We understand that discussing financial matters can be uncomfortable, but we ask probing questions to fully recognize your values and what truly matters to you. Once we have a clear picture of who you are, we will guide you through our five-step planning process with ease. We leave no stone unturned in creating a comprehensive and well-thought-out retirement plan that aligns with your ideal retirement.
Our Five-Step Process to Retirement
Step 1: Lifestyle
What vision do you have for your retirement lifestyle?
Step 2: INCOME
Are you confident that your financial resources will sustain you throughout retirement?
Step 3: Growth
Does your current portfolio align with your risk tolerance?
Step 4: HEALTHCARE & HEIRS
Do you have strategies to provide for healthcare needs as well as your heirs and charities?
Step 5: TAXES
Could you be paying less in retirement taxes than you currently are?
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Help protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Medicare
Trusts
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts Charitable Gifting Estate Planning
Insurance products are offered through the insurance business Family Focus Financial Group. Family Focus Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Family Focus Financial Group are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Pasquale Givelekian is an employee of Family Focus. Tax and Legal services provided by Pat are through his Law Offices of Pasquale Givelekian LLC. Tax and estate planning services referenced are an outside business activity not offered through or supervises by AEWM. AEWM is not affiliated with Pasquale Givelekian LLC. Investing involves risk, including the potential loss of principal. Family Focus Financial Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.
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 webinar.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
