Financial matters touch all of our lives. The Finamark Group is a company committed to educating individuals, families, and business owners to help them make the best financial decisions. We focus on helping people:
- Manage Daily Financial Matters
- Protect Their Assets
- Save Money – For the Present and the Future
- Retire Well with minimal tax consequences
There are simple rules to money, and learning the rules and implementing them is the difference between success and failure.
Most people would tell you they want to retire early, yet by age 65 only about 5% of people are financially secure (not relying on Social Security or family). Our goal is to help you be in that 5%; the financially sound and solvent.
To help our clients achieve their financial goals, we offer a host of financial services through relationships with some of the most trusted financial services firms in the country. Most services are provided nationwide, however due to licensing restrictions, some services our limited to certain states.
Here are the financial services that we offer directly and through our partner network:
- Mortgage & Real Estate Services
- Life Insurance
- Identity Theft Protection
- Legal Protection Plans
- Retirement Planning
- Employee Benefits
Contact us today at 480.338.6744 or email us at anthony[at]finamark.com for a complementary consultation. In order to help us better serve you, please leave a very specific message so we can have the right person return your phone call.