Utilizing a client-first philosophy, Profusion Financial Group serves each client with integrity and respect while providing expertise and guidance to clients for retirement planning. We pride ourselves on delivering unbiased, clear strategies through effective communication to help give clients confidence in their futures.
Our approach? No two clients are alike, and each one deserves the opportunity to evaluate where they want to be, and what they have successfully done to get there thus far.
Our goal is to help each client achieve and maintain financial independence throughout retirement by preserving, protecting and building their wealth. With more than 20 years of experience in the industry, we’re truly dedicated to their financial well-being.
We provide a complimentary, no-pressure appointment to review each client’s situation, and provide him or her with strategies to reach their goals in the most effective way possible. Another way to better serve our clients includes tactical partnerships with attorneys, CPA's and others with specific expertise. This allows us to provide a comprehensive suite of services.
Our approach? No two clients are alike, and each one deserves the opportunity to evaluate where they want to be, and what they have successfully done to get there thus far.
Our goal is to help each client achieve and maintain financial independence throughout retirement by preserving, protecting and building their wealth. With more than 20 years of experience in the industry, we’re truly dedicated to their financial well-being.
We provide a complimentary, no-pressure appointment to review each client’s situation, and provide him or her with strategies to reach their goals in the most effective way possible. Another way to better serve our clients includes tactical partnerships with attorneys, CPA's and others with specific expertise. This allows us to provide a comprehensive suite of services.
Are you ready for retirement?
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
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