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Company Intro

%%COMPANY NAME%%

%%COMPANY NAME%% serves %%CITY, STATE%% and the surrounding communities. We’re driven to provide the families and businesses we serve with innovative retirement strategies which build toward financial health, clarity and security. Our foundation for success at %%COMPANY NAME%% is an unyielding commitment to our clients that leads to lifelong relationships.

%%COMPANY NAME%% arms individuals with custom-tailored retirement strategies that meet short and long-term needs.

Our goal at %%COMPANY NAME%% is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative insurance solutions to help achieve financial independence.

We empower our clients to navigate today’s complex financial world with customized strategies that fit their personal, family, and business needs.

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Enhanced Planning

Enhanced Planning


Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.

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Medicare

Medicare


While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.

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New Gen Retirement

New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Retirement Strategy & Risk

Retirement Strategy & Risk


Our organization prides itself on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our clients’ wealth into a coordinated strategy.

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Social Security

Social Security Maximization


We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.

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Gen Vault

Convenience for you. A legacy for your loved ones.

We understand that retirement is a journey, not a destination. That’s why we give you complimentary access to Generational Vault®, a secure online safety deposit box. It’s a perfect place to store your financial and legal information so that you can access it anytime, anywhere.

But it’s also one way to leave a legacy for your loved ones. A simple video, recorded on your phone or laptop and saved in Generational Vault, can give you the assurance that you’ve told the people you love just how much they mean to you.

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PO Box 352322
Palm Coast, FL 32135

Photz@FLgroupinc.com
(386) 225-8899

Our Company

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Our Services

  • Generational Vault
  • Enhanced Planning
  • Medicare
  • New Generation Retirement
  • Retirement Strategy & Risk
  • Social Security

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Disclosure

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of FL Group, Inc. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by FL Group, Inc. an Investment Advisor in the State of Florida. Being registered as an investment adviser does not imply a certain level of skill or training.

FL Group, Inc. is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Insurance products and services are offered through FL Group, Inc., an affiliated company.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.