Broker Check

Financial Advisor Services

“AN INVESTMENT IN KNOWLEDGE ALWAYS PAYS THE BEST INTEREST.”

- Benjamin Franklin

Create a Plan. Stick to the Plan. Monitor the Plan.

Create a Plan. Stick to the Plan. Monitor the Plan.

A comprehensive financial plan that includes investments, retirement, estate planning, and risk management is only one part of the solution. Sticking to the plan, and diligently monitoring and adjusting it as your life changes and evolves, is the part most people forget to do. And, it’s the most important part.

Sure, it’s great to have retirement savings, insurance, and investments. You're already ahead of the game if you do. However, most people who have these components to their financial life either get them on their own and never check them, or work with an advisor and never meet with them.

That’s where we come in.  At Powers Financial and Insurance Group, it is our fiduciary responsibility to put your best interests first. Not only is it our responsibility, but it is also our legal duty to do so. In order to fully advise you and keep your best interests in focus, we work with you to create a financial plan that is flexible enough to change and adapt to your needs as you go through life.  Built into that strategy are active monitoring and regular meetings to ensure you are poised for success.

We provide the following financial services:

  • Professional Money Management 
  • Financial Planning
  • Social Security Planning (When to file)
  • Estate Planning
  • College Planning
  • Capital Preservation
  • Lifetime Income
  • 401k Rollover
  • Self Employed 401k (Solo 401k)
  • DST 1031 Exchanges
  • Qualified Opportunity Zones
  • Disability Income Insurance
  • Long Term Care Insurance

Clearing and Custody of your funds are through the following as well as other institutions.    

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