At our first meeting, we will connect with each other and lay the baseline down for your expectations.
Then, we will take your goals for retirement and design a personalized plan to meet your individual needs and wants.
Once we have discussed thoroughly and you are confident in your plan, we will start implementing.
At Statewide Financial Group, we strive to put the client first 100% of the time. Our primary goal is developing trusting relationships with our clients throughout all of our time working together. We feel most successful when we know that clients are able to live out the retirement that they have always wanted.
We offer many financial products and services that will aid in the creation of your financial plan. Below are three services that we offer, but we offer many others. Click the button below to learn more about all of the products and services we can provide to you. No matter where you are at in your retirement planning journey, these products and services will provide the right baseline for your income, insurance, and overall planning.
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Statewide Financial Group are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative (“IAR”) or by contacting Virtue Capital Management. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any
annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek
tax or legal advice from an independent professional. Stuart Boxenbaum and/or Statewide Financial Group are not affiliated with or endorsed by the Social Security Administration or any other government agency.