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About Us

We specialize in working with Seniors, Boomers and Beyond. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

Our Mission

  • Help you organize and coordinate your financial affairs for you, your family and your heirs.
  • Customize a program sensitive to your individual needs.
  • Provide you with safe, secure investment opportunities.
  • Make all information easy to follow, in real words you can understand.
  • Treat you with the dignity you deserve, while always earning your respect

Our Team

Sam Foreman

Sam Foreman has been assisting seniors for over 25 years to build, preserve and protect their assets.  He has assisted thousands of retirees and has advised many retiring from major firms such as Owens Illinois, General Motors, Ford, Chrysler, AT&T, and General Mills.  Sam is an expert in helping retirees and pre-retirees to preserve their assets, reduce their taxes and increase their income. 

Mr. Foreman has earned three degrees including a Masters in Business.  He is founder and President of Seniors Only Financial as well as founder of Generations Financial Group.  As a Certified Senior Advisor, he has been honored with many professional awards, and has lectured widely on estate planning and financial topics at local colleges and Seminar locations throughout Northwest Ohio and Southeastern Michigan.  His wide range of experience includes:  medical training and health care administration, authoring numerous financial reports and newsletters, being published nationally, as well as radio and television interviews, including being a regular contributor to Fox Toledo News regarding financial concepts, the market and the economy.  He has also hosted “The Financial Coach Show” on Newstalk 1370 WSPD radio for over eight years.  Over the years, Mr. Foreman has trained over 200 financial service professionals, including stock brokers and insurance professionals.  Out of 4,000 advisors he was chosen to receive the 2004 Richard M. Metcalfe Memorial Award for Faith, Persistence, and Integrity.

Mr. Foreman is frequently invited to speak at financial conferences all over the country and has shared the stage with well known leaders such as past president George Bush, Rudy Guilliani, Bill Bradley, J.C. Watts and others.  As a national mentor in 2008, he received the “Top Mentor of the Year” award presented by Asset Marketing Systems.

In the United States, 77 million baby boomers will retire over the next 10 years.  Seniors (age 65 and older) number 35 million and will continue to increase, leading a shift in population distribution, by age never before seen.  This demographic shift requires an educated response in how professionals work with the challenges and opportunities that retirees and those approaching retirement will face.

Sam resides in Maumee, Ohio with his wife Kathie, who is both a registered securities representative and an Emergency Service Registered Nurse.  They have four grown children, ranging from 28 to 35 with six grandchildren.

Our Location



Generations Financial Group

301 River Road, Suite 305
Maumee , Ohio
43537
Ph:  800-722-5002
email: samforeman@genfg.com


Generations Financial Group, has agents licensed to solicit and sell life insurance and annuities in the following states only: OH, MI.  We are not able to discuss or sell life insurance or annuities to individuals or entities who reside outside of these states. Privacy Notice.

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