FAQs

Before submitting your question, please take a moment to review these FAQs. Should you have more questions afterwards; use the link below to ask us.

What are some of the things that Laser Financial Group can help me accomplish?

Our practical and legally sound strategies will show you exactly how to:

• Guarantee that you'll never run out of income, regardless of how long you (and your spouse) live and in spite of what happens on Wall Street...
• Retain every cent of your hard-earned savings, even when the stock market dips, and make gains up to a certain cap when it increases...
• Access your funds at anytime (even before you reach age 59-1/2) and transfer any remainder to your heirs, completely income-tax free...
• Reduce or completely eliminate the tax on your Social Security checks...
• Protect your hard-earned savings for your family, should you need to apply for Medicaid somewhere down the road ...

Why haven't I heard about most of these strategies? Are they even legitimate?

Everything we do is based on fact, existing law and the practical application of people just like you. Maybe you haven't noticed but the vast majority of those who are following "popular stuff" are ending up on the wrong side of the retirement dream. So the question here is: Would you rather be trendy and possibly end up a broke retiree, or atypical and set for life?

What process do potential clients go through?

We have a UNIQUE process! Irrespective of your situation (even if you're already retired), we'll first perform a thorough review of your financial profile and future goals. Then, we'll provide you with a detailed, customized proposal (in plain English) that will show you how you can realize your desired goals. Next, we'll address all of your questions and refine your plan (if needed) before implementation. We hold yearly accountability meetings (without fail) to make sure that everything is progressing as expected - that's the most important step because this is where you see your retirement plans materializing.

How much does it cost to meet with someone?

There is usually no charge for your consultation and analyses sessions. So you will owe nothing, whether you like our proposal or not. But don't get us wrong, though, because we're in business to turn a profit. We receive compensation directly from the companies YOU select to implement your strategies. However, if you insist, we can always make an exception and bill you for our consultative hours - just kidding!

I live from paycheck to paycheck. How can you help me?

One of the neat things about our approach is that it is NOT income-based (but rather, asset-based). In other words, we'll show you a better way of getting the most out of your assets without spending an extra dime than you presently are. It does not matter what your income is, what your net worth is, or what your tax bracket is. Now, how cool is that?

Can you help me regardless of my state of residence?

Our firm as well as most of our financial professionals are licensed in multiple states. Please, don't hesitate to contact us.

Is it really possible to protect my nest egg so that I don't lose anything when the stock market dips, but make market-linked gains when it rises?

You bet! Although most so-called financial advisors don't often talk about it, there is a PROVEN, TIME-TESTED investing approach that does exactly that. So the good news here is that you don't have to wish for it anymore.

What characteristics must a good investment have?

In our opinion, a prudent investment should possess three characteristics: The ability to access your money swiftly when the need arises. It must be safe - as in, guaranteed not to lose your investment. And, it must generate a decent return, as well.

How come I don't see Laser Financial Group's name on any financial product?

That's because we don't own any product. We made this (deliberate) choice because we don't want to be biased. We think it's much better to focus on recommending the most suitable product(s) to meet the SPECIFIC need of each client, instead of making a (preselected) product fit everyone who walks through our doors.

How about career opportunities with Laser Financial Group?

We are open to working with properly trained, experienced, licensed, and honest individuals. OR individuals who desire to enter the financial industry and are willing to obtain the required license(s), have high integrity, and the desire to always do what is best for others. Such individuals are welcome to review our code of ethics, and then contact us.

Still got questions? Ask us here