A Fresh Look at Retirement Planning.

A strategic plan built on a strong relationship.

Before you even decide on whether to become a client with us, Howard Financial Group wants to give you three things: our time, our effort and our value. We know that to build a strong, trusting relationship, time must be taken at the beginning to get to know each other. Sincere effort must be put into the work of a comprehensive financial plan. Value must be given by sharing our work with you and answering questions before any decision is made.

That’s our first visit.

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3 Easy Steps

What happens when you come for a visit:

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Discover

Schedule a visit to sit down with us and discover what your ideal retirement looks like.

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Evaluate

Using The Financial Game Plan, we’ll examine your current financial situation and determine your retirement income needs.

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Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

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Attend a

Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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Will your money last as long as you do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

  • Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
  • Read how much the average person spends on health care today. (You might be surprised at the number!)
  • Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?

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