Taking a holistic approach to Retirement Planning
Plan for your financial future, starting today. Our team is committed to helping you make your dream retirement a reality.
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.
Our Process
A smarter approach to retirement
Connect
Everyone’s financial journey is unique. Just like an athlete has different obstacles and different goals – so do you! At the first stage of our training, we take the time, at no charge at all, to learn about you in order to customize a financial plan that suits your goals for your retirement. Nothing will be bought and sold. We just want to get to know you.
Investigate
Next, we go to work! We create a detailed, holistic financial strategy that is customized exactly for your financial retirement goals. We never push you into a financial plan that you do not want. We win when you win. This time we spend together is also complimentary, with no obligation.
Live
Finally, if you are happy with our service thus far and would like to implement your financial plan, we will welcome you into our family. Then, we can begin our professional relationship. If you don’t feel we are a good fit, we will shake hands and wish you well with your financial future.
Our services
We will be there for you through every step
Our trusted and experienced financial team will look at your overall financial picture and determine where there is room for growth. Then, we will craft a plan as unique as your situation, utilizing a combination of these services is how we will be able to create a customized plan that will work for you. We focus on your finances so you can focus on your future!
Wealth Accumulation
Life Insurance
Tax Minimization
Retirement Income
Asset Protection
Annuities
Roth IRA & 401(k) Rollover
Social Security
Long-term Care
