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.

Whether you're an individual, family or small business owner, we are here to help create, monitor and manage a financial plan as unique as you.

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

Financial Planning
Customized plans to help you work toward your goals

  • Asset management
  • Cash flow analysis
  • Debt management
  • Education funding
  • Emergency funds management
  • Investment review
  • Portfolio management
  • Tax management strategies

Legacy & Estate Planning
Financial strategies to bequeath your assets to a loved one, next of kin or charities

  • Charitable planning
  • Donor advised funds
  • Estate conservation
  • Legacy planning
  • Tax considerations
  • Wealth transfer

Retirement Planning
Help determine the actions and decisions necessary to address income goals in retirement

  • Income distribution planning
  • Individual retirement accounts
  • Pension analysis
  • Social Security strategizing

Risk Management & Insurance Planning
Protection for yourself and your family

  • Disability insurance
  • Life insurance
  • Long-term care insurance
  • Medicare supplement insurance

Small Businesses
Help align your business' financial well-being

  • Buy/sell agreements
  • Employer retirement plans
  • Exit strategies
  • Key-man insurance planning
  • Retirement tax strategies
  • Succession planning

When 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.