Our Services

When you get the opportunity to attend a seminar and/or meet with Sam Foreman, you have taken the first real step toward financial control of your money and investments.  Upon taking this first step, you will be awarded the right to take advantage of many free and exciting programs, offers and specific information geared toward helping Boomers and Beyond.  These include free teaching seminars, free financial evaluations, referrals to senior specialists, guaranteed annuity and retirement plans, and much more. 

FREE TEACHING SEMINARS:

Generations Financial Group has many ongoing weekly programs that are highly informative, entertaining and easy-to-understand.  Don’t let your finances confuse or intimidate you!  We offer free seminars that focus on vital financial concerns of today.  SOUND MONEY IN AN UNSAFE WORLD, LEGACY PLANNING, WHAT EVERY BOOMER SHOULD KNOW NOW!, TAX SOLUTIONS, and BY WOMEN, FOR WOMEN.  If you are not sure which one is for you, call and ask today.  The point is, you’re going to learn a lot about the “how’s, why’s, when’s and where’s” of your financial situation, and some things you didn’t know but should know.

SOUND MONEY IN AN UNSAFE WORLD

Now more than ever in these turbulent times, people are in a quandary as to what to do with their money.  The investment methods of the 80s and 90s were great, until the market took a dive.  As world tensions continue to escalate, come and learn how to preserve and protect your retirement savings without fear of the next terrorist attack or downturn in economy.

WHAT EVERY BOOMER SHOULD KNOW NOW!

Knowledge is Power!  Have you had a bad experience with your portfolio?  This seminar will help you to obtain some meaningful information with none of the usual financial doubletalk.  If you have been uncomfortable sitting by and watching your retirement dollars decrease, come to this seminar to find out what you can do to protect yourself now.  Learn how to 'take your lumps'--All your retirement rollover questions answered!  Empower yourself!

TAX SOLUTIONS

The basics of the “Tax Solutions” program are to teach and inform on a variety of tax issues ranging from Federal, State and Social Security Taxes, to the sometimes sensitive and misunderstood areas like the death tax.  Do you care about death taxes and how they might affect your loved ones?  Do you want to learn how to reduce taxes on your retirement distributions, like your 401k, IRA’s, TSA, 403B, etc?

There is a portion of this program that focuses on mutual funds and paying taxes on those funds, including tax sheltered accounts, tax-free accounts and Morning Star reports.  We could go on and on because there are many topics that will be covered during the program.  Did we mention “Annuities”, and what do you do with them exactly?   How do they work?

 WOMEN'S DIVISION

Women have been underserved in the financial planning arena.  Today, 90% of women surveyed say they feel financially insecure – even those making over 6 figures a year.  Roughly half of all women worry about becoming a “bag lady”.  Women say financial security and freedom are 15 times more important to them than money-related status or respect.  They desire financial know-how training, less worry, less aggressive, investing, more security and predictability and easier access to understandable financial information.1 

FREE FINANCIAL EVALUATIONS

At Generations Financial Group, every person is entitled to a free, one hour, no cost and no obligation evaluation addressing the questions of risk, taxes and preservation issues, with one of our trained professionals. We will show you how to reduce your taxes, virtually eliminate risk and preserve your retirement in a way that makes sense, and allow you to secure a solid foundation upon which to build your financial future.  Too many seniors are losing their life’s savings and they shouldn’t be.  At Generations Financial Group, we can help!  We know what you should know, but don’t know.

1 Allianz, Women, Money & Power Study (Aug/2006)