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Taking a holistic approach to Retirement Planning

Peace and Purpose for your MoneyTM. Let us help make your dream retirement a reality.  

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About our Proprietary Roadmap

You’ve worked hard for what you have—now get the most out of it. Our proprietary 1-2-3 Retirement Ready™ Roadmap allows us to design financial plans that enable our clients to achieve their goals and create opportunities out of challenges while pursuing the retirement they’ve always wanted.

1 — Ready

Creating a practical financial plan starts with understanding you. In this first meeting, we get ready to do just that—at no charge. Our goal is to determine if it makes sense for us to work together and what you hope to accomplish in your retirement. There is no sales pitch here or confusing industry jargon for you to decipher, and we won’t delve into specific financial products. Our aim is simply to get to know you as an individual so we can serve you best.

2 — Set

Now we get set to craft a detailed, holistic financial strategy, using our proprietary 1-2-3 Retirement ReadyTM Software. Remember, your success is our success, so we want you to feel as confident in your financial strategy as we are.

3 — Go

Once you’re happy with the customized strategy we’ve built for you, you’re good to go. We’ll officially take you on as our client and help you implement your plan. If you’re not satisfied or feel like we aren’t the right fit, no worries. We’ll part as friends and wish you well 
on your financial journey.

We will be there for you through every step.

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Social Security
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Wealth Accumulation
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Retirement Planning
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Life Insurance
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Asset Protection
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Long-Term Care
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Tax Minimization
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Annuities
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Roth IRA and 401(K) Rollover

Confusion, uncertainty, and frustration can all be words that describe retirement. Having a clear plan will help pave the way to the retirement of your dreams. Here at Foguth Financial Group, we not only help you build a comprehensive plan for your retirement, but we help guide you through it.

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Advisory services offered through Foguth Wealth Management, LLC (“FWM”), an SEC registered investment advisor (SEC No. 801-128714). FWM’s Form ADV Part 2A and Form ADV Part 3, are available free of charge at https://adviserinfo.sec.gov/. Foguth Financial Group is a trade name used exclusively for marketing purposes, is commonly owned and operated, and is not a registered investment advisor. Insurance products are offered only by duly licensed individuals and are not offered through FWM. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice.

This material includes links to independent, third-party websites that are not affiliated with or controlled by Foguth Wealth Management, LLC or Foguth Financial Group, together referred to as “Foguth Affiliates.” When you follow a link to one of these sites, the Foguth Affiliates can not warrant the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.

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