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Our Services

At Airey Financial Group, we focus on helping individuals and businesses develop sound financial planning strategies. We offer personalized strategies, hands-on service, and educational tools about financial concepts and products to help you navigate your financial course.

Below are a few of the services provided by our team.

Financial Planning Services

  • Investment Management
  • Life Insurance Analysis
  •  Long Term Care Planning
  •  Estate Maximization and Preservation
  • College Planning
  • Pension Claiming Strategies
  • Special Needs Planning
  • Social Security Claiming Strategies
  • Medicare Enrollment

Business Planning Services

  • 401(k), 403(b), Roth, and Other Compensation Plans
  • Key Employee Life Insurance
  • Executive Bonus Arrangements
  • Group Life Insurance
  • Business Valuation
  • Buy-Sell Agreements
  • Business Continuation Planning

Our financial planning and retirement services are designed to help you achieve success with your lifestyle.  The professionals at Airey Financial Group want to help you succeed.  Contact us at 219-650-4050 to learn more. 

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