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MAKE THE MOST OF RETIREMENT LET YOUR BUSINESS INVEST IN YOU The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Helping You Achieve Your Financial Goals is our Only Mission


Since 1997, the team at Airey Financial Group has helped business owners and individuals define and set priorities for their financial goals and develop sound strategies for reaching success.

Life is a journey and a sound financial plan helps navigate the ups and downs much easier.  The team at Airey Financial Group has helped business owners and individuals with retirement and financial planning for over twenty years.  Your life-long relationship is our greatest compliment. 

Airey Financial Group is different because we’re process-driven, not product driven.  Our first step is to earn your trust.  We do this by listening to your financial goals.  Once we have a mutual understanding of your goals, we gather some information to help understand your current situation and timeline.  Whether you are just beginning your financial or retirement plan, or need help with business planning, we use client-customized tools to establish scenarios and plans that work best for you.

And we stay with you on your journey by overseeing your goals and plan.  As your needs change, we make ongoing recommendations to help you achieve success.  Whether you need life insurance, long-term care planning, or investment advice, the team of professionals at Airey Financial Group will help you every step of the way. 

We welcome the opportunity to sit down with you, listen carefully to your goals, and share how our process can help you achieve financial success, your way.  Contact us today at 219-650-4050 to learn more.  

Financial Blog

Financial Blog

Stay in the know with our financial blog!

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<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Have a Question?  Please complete the form below or call us at 219-650-4050.  We look forward to helping you. 

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Airey

<p>The Value of Insuring Against Life&#8217;s Risks</p>

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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<p>Eight Mistakes That Can Upend Your Retirement</p>

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Airey

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