The Garda Group

The Garda Group Provides "Peace of Mind" through Safe, Secure Financial Protection. Ask us about a Tax Free Retirement. The Garda Group provides "Peace of Mind" through Safe, Secure Financial Protection. Ask about running out of money in retireme...

The Garda Group Provides "Peace of Mind" through Safe, Secure Financial Protection. Ask us about a Tax Free Retirement. The Garda Group provides "Peace of Mind" through Safe, Secure Financial Protection. Ask about running out of money in retirement but never running out of Income. The Garda Group specializes in providing Retirement Solutions using a multi-discipline approach to financial planning, because balancing income, expenses and assets in retirement is just a place to start. The Garda Group specializes in helping our clients in turning their 401k and Deferred Compensation Assets into Guaranteed Lifetime Income . If a person fails to plan; they are guaranteed to get the "Government's Plan" which includes higher taxes, fewer assets for the family and sometimes a lengthy Probate Court case. Most people do not understand that TAXES are the greatest expense in their lifetime: Federal Tax, State Tax, Real Estate Taxes and Inheritance Taxes can cripple an estate plan. The Garda Group uses many financial tools to balance a client's Retirement Plan. There may need to be an increase in Life Insurance, a Long Term Care Policy, or a change in their IRA to a Roth IRA to prevent tax liabilities from undermining their estate. Medicaid Planning is always needed to make sure their assets stay protected. The Garda Group is a problem finder and then a problem solver. A client may have done a great job in most areas of creating a financial plan but left one (1) portion out which totally devastates their financial security. People are living longer and more and more people are faced with the likelihood of nursing home care and its expense! The rules to qualify for Medicaid are complicated and confusing. In the best case scenario, the Medicaid Plan is completed early to avoid the five (5) year Medicaid "Look Back." The Garda Group also assist families in "Crisis Mode" when a family member is struck down by an accident or sudden debilitating illness which requires their loved one to be placed in a skilled nursing facility. Contact us for a free copy of the "Safe Money Millionnaire" Book or give The Garda Group a call for a free, no obligation, one (1) hour consultation at 1-877-550-6377. Specialties: Retirement Solutions for 401k and Deferred Compensation Assets into Guaranteed Lifetime Income. Medicaid Pre-Planning to Protect Your Assets Medicaid Crisis Planning when a loved one has to enter a skilled care nursing home. We also assist lower income Wartime Veterans to apply for the VA Aid & Attendance Pension to assist them in paying their healthcare costs & living expenses.