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Services
At Affluent Wealth Group, we offer personalized financial guidance—delivered through a clear, step-by-step process—so you can move forward confident in your decisions.
Once we’ve uncovered your goals, our licensed financial professionals tailor strategies that are aligned with your vision and objectives. Our comprehensive services include:
Financial Planning
Whether you're growing a business, buying a home, or investing in your children's education, we design a financial roadmap that reflects your unique life goals.
Retirement Savings
We’ll walk you through the different options—Traditional IRAs, SEP IRAs, Solo 401(k)s—and help you choose the right path for your retirement goals, making sure you’re maximizing contributions and tax advantages.
Education Planning
Planning for education comes with many questions around taxes, timing, and risk. We’ll simplify the choices and build a strategy that makes sense for your family’s future.
Lifetime Income Planning
Retirement isn’t just about saving—it’s about making sure your money lasts. We’ll show you how to create dependable, lifelong income streams, so you can enjoy retirement without worrying about outliving your savings.
Tax Planning
Taxes can take a big bite out of your income. We’ll work with you to find smart, practical ways to reduce your tax burden and keep more of your money working for you.
Business and Personal Risk Management
Unexpected events happen. That’s why we help you identify risks and set up the right insurance strategies to protect both your personal and business assets—so you and your family can feel secure.
Estate Planning
Preserving wealth across generations requires more than a will. We work with you to structure trusts, beneficiary designations, and legacy strategies that align with your values, minimize estate taxes, and ensure a smooth transfer of assets to loved ones or charitable causes.
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