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Retirement Services

Client Centered

Outliving your money in retirement is a real risk.  Healthy lifestyles and modern medicine contribute to longer lives.  And while living healthier longer is everyone’s goal, without a sound financial plan, running out of money in retirement can have negative effects on your health.

The professionals at Airey Financial Group help retiree clients identify risks to your financial plan.  We’ve been doing this since 1997 and we have an A+ Better Business Bureau rating to show for helping our happy clients. 

You have a specific vision in mind for your retirement.  And the professionals at Airey Financial Group help you achieve your vision.  At a minimum, every retirement plan needs income streams, tax management, risk management, and estate planning.  At Airey Financial Group, we include these in your plan and much more.  Here are our services to help you in retirement. 

Retirement Services We Offer

  • Income Stream Sources
  • Tax Management
  • Retirement Transition Coaching
  • Portfolio Design and Management
  • 401K, 403b, IRA, Roth and other Compensation Plans
  • Required Minimum Distribution Strategy
  • Income Distribution Management
  • Survivor Assistance
  • Interim Health Insurance
  • Social Security Guidance
  • Medicare and Medicare Supplements
  • Long-Term Care Planning
  • Life Insurance
  • Investment Strategies
  • Estate Planning
  • Charitable Giving
  • Legacy and Inheritance Strategies

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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