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Airey Financial Group began at a kitchen table in 1997 and has grown one family at a time into a firm serving families and businesses across multiple states. President and Founder Genay Airey reflects on how the firm began and the values that continue to guide our team today.

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Our resource center offers a broad spectrum of timely, informative articles written with you in mind.

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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.
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Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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