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

Our Services

Wealth Accumulation

Our team delivers personalized wealth management strategies to help you achieve your financial goals. Our plans are dynamic, changing as you do to reflect what is most important in your life. 

Retirement Planning

You worked hard for the life you’ve always wanted. Isn’t it time you finally get it? We can help you realize your dreams and reach your goals as we create a custom retirement income plan for you.

Life Insurance

We will show you how life insurance isn’t for those who have died—it’s for those who are left behind. Our team will help you explore options to replace lost income, bolster your legacy, and fund estate fees after you are gone. 

Asset Protection

We specialize in implementing tailored asset protection strategies to shield your assets from risks and legal liabilities. We're here to preserve and grow your wealth for generations to come. Let us help you secure what matters most.

Long-Term Care

Some of our clients are surprised to learn that employer group health insurance and major medical insurance seldom cover long-term care. We can help you financially prepare for long-term care services so that a health crisis doesn’t derail your retirement savings. 

Tax Minimization

Engaging with tax strategies and managing your tax bill should be part of any sound financial approach. Our team will help you identify which taxes can be deferred and those that should be managed through tax-efficient investing. 

Annuities

Annuities are complex financial products. Having a guide to walk you through the ins and outs of each product you consider is always best. We will help you review the terms, conditions, time periods, and additional contract options to determine if an annuity makes sense for you, and if so, which products work with your retirement strategy to help you achieve the quality of life you deserve. 

Roth IRA and 401 (K) Rollover

Our primary goal is to help you make sure that planning for the future is a little less taxing. Our team will assist you in diversifying and protecting your retirement income in the most tax-efficient ways. 

Social Security

Can you afford to retire early? Should you wait longer? How will the change in income reflect on your taxes? There are over 570 ways to potentially claim Social Security. We’re here to offer you real answers that make sense for your situation. 

We will be there for you through every step

Our team delivers personalized wealth management strategies to help you achieve your financial goals. Our plans are dynamic, changing as you do to reflect what’s most important in your life. 

Our Philosophy

At Foguth Financial Group, we help countless people battle the confusion, frustration, and emotional pain that planning for retirement can bring. We work with thousands of people each year to reduce the emotional and financial pressures of retirement so that they can live the retirement of their dreams.

To help our clients achieve their goals, we take a holistic approach to retirement and ask them the tough questions to ensure that all aspects of their retirement are covered. Then we create a customized retirement plan based on their needs leveraging the math, science, and economics behind retirement planning. We do this to help our retirees minimize their taxes and help them achieve their retirement goals.

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They say that every day, 10,000 baby boomers retire. But, will they retire and live the second half of their life the way they imagined? With the economy changing daily and new laws introduced every year, retirement can be overbearing and complex.

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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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