We hope you choose to work with us rather than use the “do-it-yourself” approach.
The FourFront Group knows school employees have unique needs and we apply our retirement planning experience to create a strategy tailor-made for education professionals.
Not only do we understand the ins-and-outs of 403(b) retirement plans, a recent study commissioned by Equitable Financial Life Insurance Company (NY, NY) found that educators who work with a financial professional generally started saving sooner, attained higher account balances, achieved higher plan contribution levels, and had greater diversity in their assets than those who did not.
You have spent your lifetime serving the needs of others, let us help serve you in securing your retirement.
Young and single; married and unmarried couples; comfortable and looking towards retirement; wealthy and worried; elderly or ill. These are all life circumstances that warrant having a financial professional, but also knowing which one to have.
The FourFront Group professionals rely on a well-established methodology that incorporates the most significant components of an individual’s financial
plan. And as your individual needs become your family needs, we adjust your road map according to those circumstances.
The FourFront Group knows what it means to be a business owner. You work for several decades building a successful business and your efforts provide a comfortable lifestyle for your employees and your families. Sound familiar? It does to us, too.
We understand the challenges of running the day-to- day operations of a business, but we also understand the financial protection and safeguards needed to help ensure that you and your families will be able to maintain their current standard of living.
Of equal importance is developing a sound retirement plan, as well as an exit strategy for you, investor stockholders, and/or your partners. And like most business owners, your business and personal financial needs may be closely intertwined.