Our Firm

The Senior Retirement Guidance Group is a Veteran Owned Business Enterprise.  As a collective of like-minded industry professionals with shared values, we have gained the trust of over 1700 clients for colateral debt obligations, business succession planning, long term care financial planning, life insurance and legacy planning, annuities and Medicare insurance.

Our purpose is to serve as a guide for business owners and seniors on a safe path to maintain their financial safety and security, profitability, dignity and independence. We help organize and simplify your financial plan by helping you understand how things work -  so you know what to do. 

We are brokers  - and work with all insurance companies.  We identify your puzzle that needs to be solved - we search all carriers for the solution that best meets your needs and that you qualify for – ensure you understand the solution – and help you implement the plan.

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