LAUNCH YOUR FINANCIAL FREEDOM

A FIRM THAT DELIVERS KEY FINANCIAL SERVICES

CLIENT DEVELOPMENT

GENERATING EXCEPTIONAL CLIENT EXPERIENCE FOR OVER 25 YEARS

INVESTMENTS

In addition to our award-winning suite of investment and retirement products, we have a number of product and service exclusives that truly “change the game” for our clients:

1) Our proprietary Dennis Financial Fund is an industry first. We’re very excited to introduce our very own fund exclusively to our qualifying clients. A 2-year fund with consistent, market beating returns that is dividend optional. A great asset accumulation option for accredited investors who want a short term, non-market correlated option to grow their money.

2) Dennis Financial Group is one of the first and only financial services firms in the country to help qualifying in-service employees take their retirement accounts out of their employer’s domain and create a self-directed IRA – while still and employee. No taxes due, no penalties to pay, and you don’t lose your employer’s match. An amazing way to take control of your financial future!

3) We have some of the highest yielding, 1-year CD alternatives on the market. These accounts typically pay more than 5-7x the current CD rate. It’s paid our clients an income every month for over 20 years.

Add these excellent non-market alternatives to our existing retirement income annuities, investment grade life insurance, and estate planning solutions, and you’ve got a very robust and unique series of investment opportunities that offer amazing diversification, mitigation of risk, and capital appreciation unlike any other .. any where!

RETIREMENT PLANNING

Let’s face it, the most important thing during our retirement years is the protection and distribution of our hard-earned retirement accounts. And this should mean the safest and highest income stream(s) possible from our IRA, 401k, 403b and 457 accounts.

Dennis Financial Group partners with some of the world’s largest and most experienced insurance groups to ensure the highest level of safety and the highest payout rates (income to you) in the industry. Our world-class income annuities are designed to protect and distribute your most important monies – at the most important time … your retirement.

Our proprietary retirement income planning software will help identify the best combination of income scenarios possible. We’ll even look 10, 20 or more years into your retirement and confirm a surplus or a shortfall of income based on your income needs, taxes, inflation and expenses. Good planning anticipates
our future needs. Great planning puts a plan in place now to makes sure they’re met!

ESTATE PLANNING

Family-oriented estate and succession planning.

Together with our team of best in class CPAs and Certified Estate Planning attorneys, we will discuss the great uniqueness of your family, wealth and goals. We will assist in creating and implementing a plan that respects your unique legacy. Let’s face it, every family is different.  Whether yours has faced illness, untimely death, divorce and remarriage, relocation, other specific changes, increased wealth or just needs to be better organized legally.

Trusts, wills, life insurance, or a combination thereof can be used to create order and control within an estate. Many clients find great peace of mind knowing that their estate can be pre-settled on their own terms.

LAUNCH YOUR FINANCIAL FUTURE NOW!

SCHEDULE NOW
DEVELOPMENT, DEDICATION, DETERMINATION & RESULTS
WHAT IS YOUR VISION?

Your vision statement has to be an inspirational description of your life’s overarching purpose and values. When illustrating your vision you can choose to focus on describing the person you want to be. This includes areas in life such as family, leisure activities, education, community involvement and personal relationships.

SCHEDULE NOW