​Profusion Financial Group is an independent financial planning firm, bringing more than 20 years of experience in retirement & estate planning to clients. Preparing families for their financial futures is our passion because we want them to move forward in life with confidence.
 
At Profusion Financial Group, our best successes are our satisfied clients. We possess the experience and professionalism needed to help valued clients achieve financial confidence with their retirement income, and we’re dedicated to helping them protect and grow their retirement income through proven, innovative strategies that meet their objectives and goals.
 
Profusion Financial Group makes it a priority to be upfront and honest by designing strategies that put your needs first. Since we’re independent, we’re not tied to any particular company or product, giving us true transparency when it comes to working in your best interests. We’re not here to spend your money, we’re here to confirm your assets work more efficiently to get you where you want to be.

Our tactical partnerships with attorneys, CPAs and others with specific expertise allows us to provide a comprehensive suite of services that include:​

  • Retirement Income Planning.
  • Estate Protection and Distribution Strategies.
  • Tax Free Strategy Planning.
  • Pension Evaluation & Maximization.
  • Social Security Benefit Expectations and Strategies.​
  • Public Employee Retirement Maximization.
  • How to utilize retirement & legal tools and resources.​
Insurance protection products:
  • Annuities.
  • Life.
  • Disability.
  • Long-term care.
  • Health.
  • Property & Casualty.

At Profusion Financial Group, we understand each client is unique, which is why our one-on-one approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement income strategy.
 
After listening to their specific needs and wants, we design reliable strategies that meet their retirement income goals. As professionals, we’re committed to working in their best interests and ensuring they understand how their money is working for them.



​Contact us today to start planning your retirement income future!

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Are you prepared for retirement?

​You’ve probably been planning for retirement in 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? Request our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.