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Instilling Confidence, Inspiring Life

<b>Our Approach</b>

Our Approach

We create strategies that are tailored to your needs and goals.

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<strong>Our History</strong>

Our History

Years of experience have prepared us to guide you through life's transitions.

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<strong>Life Planning = Learn, Work, Live and Live Abundantly</strong>

Life Planning = Learn, Work, Live and Live Abundantly

We learn for 30 years (school and/or experience), we work for 30 years (as a career and/or as a homemaker), we live for 30 years (retiring is defined as doing what you want, when you want), and we live abundantly (sharing with others our blessings).

For over 30 years, The Gary Foose Group has built ongoing relationships with pre-retirees and retirees in the chemical and petrochemical industry. We developed and refined a process to help transition individuals from work to retirement. Our process benefits pre-retirees and retirees in the decisions they have to make.

A short list of some common decisions are: a monthly pension or lump sum into IRA; a single life annuity, 50% or 100% pension; rollover the 401-k or leave it at employer; social security early or defer; deferred compensation over 5, 10 or 15 years; payoff loan on 401-k or default; severance pay options and life insurance options. Each client has their own investment objectives and we educate them on how to make decisions specifically designed to help them achieve those objectives.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

Our combined 50+ years of experience transitioning clients to retirement and our knowledge of corporate retirement plans eliminates the guesswork and makes sure there are no surprises. Our strength lies in listening to how you want to live. We seek to help people retire and stay retired.

In the retirement process you will have to make decisions that cannot be reversed, so like the good carpenter "measure twice and cut once". A free consultation with us will enable you to make informed decisions and feel comfortable as you transition from the workforce to retirement to "live and live abundantly".

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

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