Our Firm

Ford Financial Group is committed to helping you pursue your long-term financial goals.  As we specialize in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?

  • How much money will I need in order to retire?

  • How can I get the most out of my 401(k)?

  • Traditional or Roth IRA?

  • How can I position my investments for higher potential returns while managing risk?

  • How can I "inflation-proof" my investment income?

  • Do I need disability income insurance? Long-term care insurance?

  • How can I ensure that my children receive as much as possible from my estate?

  • What do I need to know about wills, trusts, and probate?

We believe that a plan is a powerful tool.  Pursuing your long-term financial objectives hinges on having a comprehensive plan -- one that fits your unique circumstances and grows with you.  Planning your financial future can be a daunting task.  That's where we come in.  We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy.  Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

We offer access to financial products and services tailored to your individual needs.  We are committed to you for the long term.

Our mission is to be there... for you.  We are dedicated to developing lasting relationships with our clients. We believe in helping you assess your financial goals and developing a roadmap to pursue those goals.  You'll be working with independent financial professionals with no obligation to any investment or insurance company. 

Our obligation is to you... our client.

Why plan with a CERTIFIED FINANCIAL PLANNERTM (CFP®)?

 

Why talk with a Chartered Retirement PlanningCounselorSM (CRPC®)?