FINANCIAL SERVICE OFFERS At The 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. The Family Wealth Group Process 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 Protect the assets that can help you live the retirement you’ve always imagined. How? Asset Protection Strategies Life Insurance Tax-Efficient Strategies Long-Term Care Strategies 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 Probate Charitable Giving

Retirement Planning