Getting Started With First Senior Financial Group
Your Personalized Crash Proof Retirement Education
At First Senior Financial Group, we believe that it takes more than one consultation to serve our clients with accuracy. That’s why we never make any recommendations until at least the third visit, after our non-commissioned, salaried design team has had a chance to thoroughly review and analyze your current financial position, as well as your goals, estate planning needs, long-term care concerns, tax situation, and more. At your third appointment you’ll receive your Crash Proof Retirement Guide™, which presents our comprehensive recommendations in a clear, easy-to-read format.
Evaluation & Education
On your first appointment, you’ll meet with one of our highly-trained elite advisors. Be sure to bring your financial statements, your questions and concerns, and any advisor or family member that you wish. We will answer all of your questions, and explain our process. We’ll then give you an idea of how we can help you achieve your dream of a secure retirement.
Examination & Engagement
If you decide to engage with us, our salaried design team will review and analyze your full financial data, and create a personalized Crash Proof Retirement Guide™ detailing our comprehensive blueprint for you. This process takes us approximately 18 hours to complete.
Your crash proof retirement guide™
At the third appointment, your advisor will present your personalized Crash Proof Retirement Guide™. It will offer recommendations for your income, estate planning, and long term care needs, while taking into account your tax situation and goals. You’ll decide if you want to implement the plan and begin realizing the benefits.
Peg and her husband, Mike, have been clients of First Senior Financial Group for the past five years. During that time, the United States experienced its worst financial disaster since the Great Depression. While nearly every other investor was losing money (including traders at major firms), Peg and Mike were protected thanks to the safety of their Crash Proof™ vehicles.