Our Services

While developing a customized financial program, Ford Financial Group will walk you through a step-by-step process that should help make you feel confident in your decisions.

Our advisors offer independent financial planning and advice in the following key areas:

  • Retirement Planning
  • Retirement Income Planning
  • Risk Management
  • Estate Conservation
  • Investment Planning
  • Wealth Transfer
  • College Funding

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • Am I saving enough?
  • Do I have the right amount of life insurance?
  • What is the best way to save for college?
  • How can I help reduce my estate taxes and preserve more of my assets for my heirs?
  • How much money will I need to live comfortably in retirement?

Retirement ChecklistWhen planning for retirement, there's more to consider than your current retirement savings. It requires preparation and readiness from a financial, personal and lifestyle point of view. This is best done with the active participation of a spouse, partner or other family members, as retirement can often be a significant point of change for the entire family. Following a series of steps can help create a smoother transition to pursue the retirement lifestyle you've envisioned. We've created this list to help break it down into a series of goals that you can check off as you go. 

CLICK HERE to download your copy of our Retirement Checklist brochure.

LPL and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax and legal advisors regarding your specific situation.

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