We are a financial services firm whose office is based out of Lakeland, FL. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning. It's never too late to improve your financial situation or your financial goals. Our mission is to provide you with true knowledge so you can make better decisions regarding your finances.
You've worked hard for your money, now it's time to enjoy life, and let your money work for you! Are you ready for safe and guaranteed returns on your money? If so, we will show you which income sources are considered "safe", because they offer guaranteed returns on your money with no risk of losing principal. Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation.
Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income.
You've worked hard for your money, now it's time to enjoy life, and let your money work for you! Are you ready for safe and guaranteed returns on your money? If so, we will show you which income sources are considered "safe", because they offer guaranteed returns on your money with no risk of losing principal. Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation.
Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income.
Services
I am a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) specializing in retirement planning with an emphasis on safe money concepts.
I have served Polk County and the Central Florida area for over 30 years.
As a CPA firm, we specialize in tax planning and preparation for individuals and businesses, perform accounting services for a number of different industries, provide consultation in the areas of taxes, financial planning, and management advisory services.
We also provide litigation support services.
I have served Polk County and the Central Florida area for over 30 years.
As a CPA firm, we specialize in tax planning and preparation for individuals and businesses, perform accounting services for a number of different industries, provide consultation in the areas of taxes, financial planning, and management advisory services.
We also provide litigation support services.
Here's a fact that may surprise (and possibly scare) you: Social Security may replace up to 57% of lower income workers' income; however, it may replace only 27% for higher income workers.
Everyone's financial situation is unique and there is NOT a one-size fits all retirement plan.
Ask us questions and get real answers.
The Nalley Financial Group does not warrant anything on this website, although we hope everything is accurate.
We do not provide legal or investment advice.
We are not responsible for any independent decisions made from information found on this website or links provided to external websites.
Everyone's financial situation is unique and there is NOT a one-size fits all retirement plan.
Ask us questions and get real answers.
The Nalley Financial Group does not warrant anything on this website, although we hope everything is accurate.
We do not provide legal or investment advice.
We are not responsible for any independent decisions made from information found on this website or links provided to external websites.
Fixed annuities provide a guaranteed minimum interest rate and are considered savings instruments.
Insurance companies issue all fixed annuities.
They are not government or bank obligations, so naturally they are not FDIC insured.
However, fixed annuities have an extraordinary record of safety and offer other benefits.
Prior to the late 1970s annuities were primarily used as a retirement income vehicle.
The textbook definition of an annuity in those days was "A periodic income for a specified length of time, for life, or a combination of the two."
Insurance companies issue all fixed annuities.
They are not government or bank obligations, so naturally they are not FDIC insured.
However, fixed annuities have an extraordinary record of safety and offer other benefits.
Prior to the late 1970s annuities were primarily used as a retirement income vehicle.
The textbook definition of an annuity in those days was "A periodic income for a specified length of time, for life, or a combination of the two."
The most common question we hear about Social Security is, "I know I can't outlive my Social Security benefit, but will Social Security provide me with enough income when I stop working?"
Here's a fact that may surprise (and possibly scare) you: Social Security may replace up to 57% of lower income workers' income; however, it may replace only 27% for higher income workers - less than one-third of their income!
You will receive COLA (Cost of Living Adjustments) automatically as Congress authorizes such adjustments.
Here's a fact that may surprise (and possibly scare) you: Social Security may replace up to 57% of lower income workers' income; however, it may replace only 27% for higher income workers - less than one-third of their income!
You will receive COLA (Cost of Living Adjustments) automatically as Congress authorizes such adjustments.
We all can agree that planning for the financial well being of our families is certainly a subject we should give some serious thought to.
And that's the purpose of the following information - a serious though not complicated look at "the truth about life insurance" and why it's important to you.
First of all, let's get one simple truth out of the way right now.
It should come as no surprise to you that "term" life insurance involves "time, " that it pays a death benefit to your heirs only if you (the insured) die during a specified period.
And that's the purpose of the following information - a serious though not complicated look at "the truth about life insurance" and why it's important to you.
First of all, let's get one simple truth out of the way right now.
It should come as no surprise to you that "term" life insurance involves "time, " that it pays a death benefit to your heirs only if you (the insured) die during a specified period.
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