Financial strategies made to last

Our goal is to help you secure your financial future.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Our 3-Step Plan

Tailored for You


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the Generations Financial Group plan, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.



Will A Recession Rob Your Retirement? Three Things To Check Now.

This complimentary guide walks you through three things to check now to help ensure you and your family are supported — even if the economy takes a dip.

  • 5 sources of income (aside from Social Security) to factor into your retirement equation
  • A simple calculation to determine whether you’ve saved enough to retire
  • Alternative methods to create income without relying on the volatile stock market

Need more info?

Attend a seminar

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more...

No upcoming events.

In the



WSPD | AM 1370 | FM 92.9
Saturdays at Noon

Sam's book

PCP Approach
to Money

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