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shannon@powersfig.com
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Let’s Get Your Financial House in Order

It’s easy to get swept up in life’s flow and forget how important financial planning is to your overall well-being. Not to worry, we can help.

Learn More

Let’s Get Your Financial House in Order

It’s easy to get swept up in life’s flow and forget how important financial planning is to your overall well-being. Not to worry, we can help.

Learn More

Let’s Get Your Financial House in Order

It’s easy to get swept up in life’s flow and forget how important financial planning is to your overall well-being. Not to worry, we can help.

Learn More
Create a Plan. Stick to the Plan. Monitor The Plan.

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

-Create the Plan:  Designing a personalized structured roadmap tailored to your specific retirement goals.

-Stick to the Plan:  Building behavioral guardrails to protect your portfolio from emotional decision-making.

-Monitor the Plan:  Providing consistent risk adjustments and objective oversight as market cycles unfold.

Our Core Capabilities

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.

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.

Let's figure out Your next steps together

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