For Individuals

One comprehensive, Integrated plan.

We understand that financial planning is not a one-size-fits-all proposition. That’s why we take a personalized approach to every client. Whether you’re planning for retirement, managing your investments, or securing your family’s future, we tailor our strategies to align with your specific goals and aspirations. 

What sets Signature Financial Group apart is our unwavering dedication to your financial well-being. When you choose us, you’re choosing a partner who is always by your side, helping you make confident decisions that lead to a brighter financial future.

We help you to put your signature on your wealth.

Life in a box

Discover how we can help you and your financial plans, no matter where they may take you. Our process will prepare you for what matters most.

EDUCATION

Start saving early and increase your potential to have enough money when your child or grandchild needs it. There are time-tested strategies to help save for college and your financial professional is ready to share them with you.

MAXIMIZING INVESTMENTS

Given the number of investment products that are available, it’s likely you will be able to make selections that match your goals, time-frame and risk tolerance level.

RETIREMENT

At this stage, you’ll be working to accumulate a nest egg to supplement your income and develop a customized strategy to make your money last. Utilize our strategies to make your retirement dreams come true.

ESTATE MANAGEMENT

Create a comprehensive plan to protect, preserve and pass on your assets to the next generation efficiently. Gain confidence knowing your survivors can replace your income with a life insurance policy.

ILLNESS & INJURY

As you approach retirement, you may think about spending quality time with your family, or pursuing your travel, education, and other passions. Long-term care insurance can help you protect the assets that you’ve worked so hard to save.

LEAVING A LEGACY

Your life insurance policy has an important place in your legacy plan; it is designed to protect your loved ones. You can also consider giving your life insurance policy to your spouse, child or an irrevocable trust.

State and Federal Employees

Police officers, firefighters, teachers and public employees need someone who understands their unique retirement options and challenges. At Signature Financial Group, we have a qualified team working specifically with state and federal employees.

Our experienced team of public state and federal employee retirement professionals assist police officers, firefighters, teachers and public employees in every area of their financial lives. Whether it’s getting married, starting a family, thinking about retirement or enjoying the “Golden Years”, we are here to help. We understand your position as it relates to investing and estate planning, and we recognize the different circumstances that face those who work in public service.

We offer personalized one-on-one consultations as well as presentations and seminars to groups at the firehouse, police station or teachers’ lounge. No matter where we meet, one thing remains consistent: our drive to help you reach your financial goals.

Good planning and preparation can help avoid costly mistakes.
Allow us to assist you as you prepare for your financial future.

We sincerely thank you for your service.