Our GUIDE Retirement Planning Process
At PTFT Group, we take the time to learn your hopes, dreams, passions and concerns, so we can customize your financial strategy for you. Our signature GUIDE to Retirement helps pre-retirees and retirees have confidence throughout their retirement.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Annuities
Investments
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
Life Insurance
ROTH Conversions
Generational Planning
Education
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
IRA/401(k) Rollovers
IRA Legacy Planning
Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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 seminar.
