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 (352) 351-9288
WORRIED THAT YOUR FINANCIAL STRATEGY IS
Missing Something ?
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At Financial Security Group, we believe everyone should be able to live the retirement they’ve always wanted. 

Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
THE RETIREMENT MASTERPLAN PROCESS
The Retirement Masterplan is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life.
Income Planning
We’ll evaluate your current income situation and expenses to ensure they are sustainable for your life. Next, we’ll make sure that we have maximized your social security, looked into your pension options and decisions, planned for a pre-mature death of a spouse, inflation, and other considerations that are critical for your income plan.
Investment Planning
Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being independent, we are not tied in with a large “wire house” institution, which means we can offer a universe of options to create cost-efficient and high quality portfolios.
Tax Planning
The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation.
Healthcare Planning
Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare, or concerned about the high costs of Long-Term Care, we take the time to ensure that you know your options, and create a plan that matches your health and budget.
Legacy Planning
By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.
ready to take  
The Next Step ?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.
 Or give us a call at (352) 351-9288
CAN YOU REALLY HAVE 
Income For Life?
You’ve worked your whole life to be able to retire, so we have created a FREE guide 
with 10 things to consider as you develop your retirement income plan.
CONTACT

Financial Security Group Inc.
Office: (352) 351-9288
Fax: (352) 351-9288

Office Address:
101 E. Silver Springs Blvd. 
Suite 207
Ocala, FL 34470

Mailing Address:
P.O. Box 383
Ocala, FL 34478
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial Security Group does not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation. 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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