Independent and Holistic Financial Advice.

740-532-8700

www.wainfinancialgroup.com

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Services We Provide

401k Rollovers

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.

 

Insurance Products

 Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your overall retirement plan.

 

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequately plan and fund for the future of your children—including college.

Contact us today to find out more about our offerings.

 

 

 

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

 

Retirement Planning

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money. Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.

Our Complete List of Services

• Social Security Planning • Retirement Planning • Insurance Planning • Wealth Transfer Strategies

• College Planning • Charitable Giving • IRAs • Annuities (Variable, Fixed, Indexed) • Mutual Funds

• Investment Products (401k, REITs, etc) • Personal Life Insurance • Business Insurance Planning

• Disability Income Insurance • Long Term Care Insurance • Employment Retirement Rollovers

GET STARTED

FINANCIAL PLANNING | FORECASTING | BUDGETING | TAX PLANNING | INVESTING

Independent and Holistic Financial Advice.

Wain Financial Group | 1621 South Third Street | Ironton, Ohio 45638 | 740-532-8700

©COPYRIGHT 2016. WAIN FINANCIAL GROUP. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor.  Wain FInancial Group and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.