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.
OUR CORE CAPABILITIES
*WEALTH MANAGEMENT
Professional Money Management
Active portfolio oversight tailored to your risk tolerance and changing market conditions.
401k Rollovers
Seamless transitions to consolidate your accounts and preserve your hard-earned retirement nest egg.
DST 1031 Exchanges
Specialized real estate tax-deferral stategies for property owners looking to transition out of active managent.
Qualified Opportunity Zones (QOZs)
Tax-Advantaged investment strategies designed for capital gains mitigation.
*LIFE CYCLE PLANNING
Financial Planning
Holistic, flexible blueprints designed to protect and grow your wealth.
Social Security Optimization
Maximizing your lifetime benefits and identifying optimal filing windows.
Estate Planning
Structuring your legacy to protect your wealth and pass it smoothly to the next generation.
College Planning
Strategic funding solutions to prepare for your children's or grandchildren's education.
*RISK AND PROTECTION
Lifetime Income
Structuring dependable cash flow strategies that you cannot outlive.
Life Insurance
Safeguarding your family's future and creating foundational security.
Long-Term Care Insurance
Preserving your retirement assets from the rising cost of healthcare and extended care.
Disablility Insurance
Protecting your greatest financial asset—your ongoing ability to earn money.