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Financial Services
Our Team
Attend an Event
Schedule a Meeting

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Your Retirement Income Planning Checklist

Your Retirement Income Planning Checklist" is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:

How to plan for a long life
Why you may need a housing plan (or two)
Planning for health care and long-term care assistance

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Email Address*
Phone Number*

Meet with PTFT Group, LLC

Planning Together, For Tomorrow

Contact Us

952.851.5508

International Plaza Building
7900 International Drive, Suite 300
Bloomington, MN 55425

info@ptftgroup.com

Contact Us

Phone: 952.851.5508
Email: info@ptftgroup.com

Our Location

International Plaza Building
7900 International Drive, Suite 300
Bloomington, MN 55425
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The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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