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.
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Insurance Needs Assessment: For Empty Nesters and Retirees
Eight Mistakes That Can Upend Your Retirement
A Look at Systematic Withdrawals
Assess Your Life Insurance Needs
Doubling Your Money
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