What Do I Do Now?

Real stories from real clients...

"I want you to know that because of Mike, we have not lost any of our retirement savings. Mike had different strategies and products that protected our retirement funds during this economic crisis and we are very thankful. Not only did we not lose money, but our retirement savings continue to grow safely. If you need advice about your retirement savings plan, I highly recommend Mike Ford - he has been a financial advisor for over 25 years in the Valley, really cares about his clients, and his products provide real solutions to very difficult situations. Mike has also built a team of financial and legal experts to provide full service financial solutions. We don't have to go anywhere but to his office to have all of our needs met." Steve & Vickie, Phoenix

"As a financial advisor myself I am grateful to Mike for the wise counsel and planning techniques that he and his firm have trained me in. My clients are pleased that their money is protected from loss. Mike's knowledge of the planning process and products that offer safety and reasonable returns has restored peace of mind and hope for my clients." Hubie L. III, San Clemente, CA

You can survive and thrive in this difficult economic environment.

Let Us Help!
Why not schedule a complimentary consultation today?

Click here to schedule your free consultation now!

It is possible to:

  • Earn reasonable rates of return on your money without exposure to losses from the market.
  • Earn up to 8% guaranteed on money that will eventually be used for systematic income.
  • Receive up to 7% annual income guaranteed for your lifetime without giving up control of your underlying cash account.
  • Retire with the assurance that your money will last as long as you do.

Let us help. Call today for a complimentary consultation. Let us show you strategies that can restore confidence in your future and instill peace of mind to your present.

"How do I do this?"

A successful retirement is not just about money. For most people who are contemplating retirement (or have recently retired), ensuring that you don't outlive your money is a serious concern. Producing retirement income for 25 years or more in an unpredictable economic environment can be a complex puzzle of both personal and financial goals that impact each other.

Many of you may be asking yourself "How do I do this?"

This is where the financial concepts of "PFG Planning Groupsm" planning enter into the picture. While there are many different and legitimate opinions as to the "best" way to generate income from retirement savings, financial professionals affiliated with PFG Planning Group believe that for most people, there is no single financial product, or class of financial products, that will solve all of your retirement income challenges. One thing that we believe IS certain is that the financial strategies that worked for you while saving for retirement will probably not work for you during retirement. The financial planning game changes the minute you leave the retirement party.

We believe in a balanced approach
to generating income from your retirement savings.

Let's talk about what is different about the PFG Planning Groupsm approach:

We believe in a balanced philosophy and approach to generating income from your retirement savings. Our balanced approach seeks to ensure that you will always have sufficient income to remain comfortable, no matter what the economic weather, while at the same time retaining the opportunity for an exciting, possibly even expanding, retirement journey when the economic seas are calm and allow for fast sailing. We believe that for most people, this can be accomplished without an overly complex strategy.

At PFG Planning Groupsm, we believe that this balanced approach to creating a retirement paycheck provides the Required Income that you need that cannot be outlived and assures that you will always be comfortable, PLUS generates Lifestyle Income in a more flexible manner, providing you with the opportunity for a rewarding and possibly even an expanding retirement lifestyle that you want. Even better is that this balanced approach is accomplished using financial products that do not require you to give-up control of your hard-earned retirement savings and preserve the flexibility needed to take advantage of future financial opportunities.

A balanced approach that creates safety, security, reward, control, and flexibility - these are the key components to the PFG Planning Groupsm philosophy.

 

Meet Mike Ford, President of PFG Planning Group.

Mike Ford is a 30-year veteran of the financial services industry. He is a two time past President of the National Association of Insurance and Financial Advisors (NAIFA) West Valley and currently serves on both the local and state boards of NAIFA for Arizona. Mike and his wife of 39 years, Beverly, have four children and five grandchildren, and have been Phoenix residents for over 28 years.

Mike is also the founder and President of the Pro-Formance Financial Group, PFG Marketing Group, and PFG Planning Group. Mike is a nationally recognized consultant and trainer for insurance professionals, financial consultants, and CPA's in his areas of expertise, including 401K and IRA rollovers, fixed index annuities, and income planning.

PFG Planning Group, Inc., is Mike's local planning firm designed to create comprehensive financial plans for local clients. PFG Planning Group uses an expert collaborative approach to financial planning. Mike's team consists of the following experts:

  • Life Insurance and fixed investment insurance professional with 36 years of experience.
  • Investment advisory professional with 18 years of experience.
  • Personal and commercial lines property casualty professional with 22 years of experience.
  • Personal and business accounting and tax consulting services CPA with 22 years of experience.
  • Estate planning attorney with 18 years of experience.

The benefit of the team of experts to the client is that PFG Planning Group can structure a comprehensive financial plan that includes every aspect of the planning process. This approach creates a deeper planning process that allows for the best possible result for every client regardless of their individual circumstances.