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FINANCIAL SERVICES

One Stop. Many Options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

At Servant Advisors Group, we can offer you the following products and services:

(Click the images below to learn more about each service)

RETIREMENT INCOME STRATEGIES

WEALTH MANAGEMENT & INVESTMENTS

ASSET PROTECTION

ANNUITIES

LIFE INSURANCE

TAX-EFFICIENT STRATEGIES

LONG-TERM CARE STRATEGIES

IRA & 401(k) ROLLOVERS

IRA LEGACY PLANNING

FINANCIAL ADVISOR

FINANCIAL PLANNING

RETIREMENT PLANNING

Additional services provided by our extended network of professionals include:

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.