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Financial Planning

Financial Planning is often thought of as a cumbersome and intrusive process.  But with longevity and economic instability, having a financial plan is critical to a healthy lifestyle.  Running out of money in retirement, also known as portfolio failure, is a concern for many people.

Most people try to plan by using simple math concepts, such as earning a particular rate of return or withdrawing a set percentage of their retirement accounts every year.  But retirement is much too complex to rely upon simple math.  There are too many factors involved, from fluctuations in the economy to your personal health.  Basing your plan solely on a set percentage or rate of return ignores the realities of retirement.

The professionals at Airey Financial Group help clients simplify financial planning.  Whether you are just starting your career, are pre-retirement, or retired, our team guides you through a simple process to help you with your financial goals.  We support you and your plan as you navigate your life’s journey. 

Our Financial Planning Process

At our first meeting, we want to know your financial goals.  It is okay if you do not know exactly what you want or need.  We’ve been helping clients since 1997 and our team will ask the right questions to help you picture your life and your financial needs.  We’ll ask about your current financial situation and risks to achieving your financial goals.  We will ask you to bring some financial information.  Once we have clear understanding of your goals and current situation, we’ll use our planning tools to develop different scenarios based on your lifestyle choices.   

At our second meeting, we’ll review the different scenarios.  You can ask questions about different scenarios and we will adjust the plan in real-time.  Once you are happy with the plan, we will review the products and strategies that will help you achieve your financial goals.  Whether you are interested in investment, tax reduction, or a combination of strategies, our professionals help you create a plan that supports your lifestyle and goals. 

But that is not the end of our relationship.  The most difficult part of any plan is monitoring the outcome.  Airey Financial Group is different from other Financial Planners because we stay with our clients throughout the year to help you monitor and stay on track.  Most planners may call for an annual review of your plan.  But Airey Financial Group uses our review process to help our clients achieve financial success. 

Retirement Planning Services

The goal of financial planning is to have enough money through retirement.  Many of our clients also include legacy and charitable giving in their plan.  Our team of professionals help with all parts of the retirement planning process including:

  • Estate Planning
  • Charitable Giving
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Social Security
  • Income and Asset Management
  • Medicare
  • 401K, 403b, IRA, Roth and other Compensation Plans

Business Planning Services

Planning is one of the most important parts of running a business. Whether you’re a large corporation or a small business owner, our dedicated business planning professional can help you with all your financial goals.  Our business planning services include:

  • Business Valuation
  • Financial Statements
  • Business Continuation Concepts
  • Employer owned life insurance
  • Key employee life insurance
  • Group term life insurance
  • Executive bonus arrangements
  • Buy-Sell agreements
  • Succession Planning
  • Executive bonus arrangements
  • Split-dollar life insurance
  • Non-qualified deferred compensation

The team of professionals at Airey Financial Group is ready to help you with all your financial planning needs. Whether you are an executive or business owner, beginning your career, ready to retire, or retired, contact us today at 219-650-4050 to learn more about our services.

Have a Question?  Please complete the form below or call us at 219-650-4050.  We look forward to speaking with you.

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