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    Phone: 920-733-1389 - Robert@FinancialAdvisoryGrp.com
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    Retirement Kit

    Enter your information to request this kit including three separate guides that address several retirement topics.

    • Financial Advisory Group is a purpose driven wealth advisory firm whose sole aim is to help the average consumer understand the complicated financial services industry.

    We help our successful clients to create a secure future. Through customized solutions we help them to reach their goals in a tax efficient, risk managed way that allows them to live the lives they love without financial worry. We do this through building customized income plans as well as stress testing portfolios to help determine potential outcomes in a variety of market conditions.

    Meet Robert Schoelzel

    President at Financial advisory group

    As a financial professional with a distinguished career spanning over many years, Bob has helped various families secure their financial future.
    Learn More About Bob

    Meet Bob Schoelzel

    President at Financial advisory group

    As a financial professional with a distinguished career spanning over many years, Bob has helped various families secure their financial future.
    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
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    Advisory services are offered through Financial Advisory Group, Inc. a Registered Investment Advisor in the State of Wisconsin.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

    Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Financial Advisory Group at 920-733-1389 or Robert@FinancialAdvisoryGrp.com.