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statewide financial group

Seeking to improve the state of your retirement.

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At Statewide Financial Group, we work with a wide range of clients who have varying goals for their retirement. We are proud to be a fiduciary, meaning we are committed to acting in the client's best interest! Our process is designed to gather all the relevant information and then determine how we can achieve your goals. Since we work on a full range of products, including plans with no market risk and investment options. We will create a strategy to help you realize your retirement goals and dreams.

connect

At our first meeting, we will connect with each other and lay the baseline down for your expectations.

1.

create

Then, we will take your goals for retirement and design a personalized plan to meet your individual needs and wants.

2.

3.

Implement

Once we have discussed thoroughly and you are confident in your plan, we will start implementing.

LEARN MORE ABOUT statewide financial group

we're here for you

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.

stateWIDE FINANCIAL GROUP SERVICES

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.

Retirement planning

retirement planning

Financial security and peace of mind are top priorities for soon-to-be retirees. Today’s retirees are living longer so the fear of not having enough money, running out of money, or being a burden on their children in retirement is something our firm sees every day. Our firm specializes in alleviating financial concerns from your retirement.
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Wealth Accumulation

Wealth Accumulation

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” – Albert Einstein
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Medicare & Long-Term Care

Medicare & Long-Term Care

Long-term care (“LTC”) is the assistance needed when one either requires help performing an activity of daily living (e.g., bathing, dressing, eating, etc.) or has a severe cognitive impairment such as Alzheimer’s disease.
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attend a free event
educational workshops
We offer free events to help educate our community about financial topics that are important for retirement. Topics range from IRAs/RMDs and Taxes in Retirement. This is another way that we stay committed to our clients.

statewide financial group

Improving the state of your retirement

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