What We Do

What We Do

Retirement Planning

Our focus is to help you get to and through retirement. Retirement planning is much different than how you invest when you are in your 20s and 30s. The money you’ve saved has to be able to last for your lifetime.

You should always be able to count on your income, every month, regardless of what’s going on in the economy. Retirement shouldn’t be based on a “what-if” and we never want to tell you that you have to take less income or change your lifestyle because the markets had a bad year.

Our goal is:
  • To help you be educated about your financial situation more than ever before.
  • To help you understand where you currently are, and if you are on track to reach your goals
  • To help you build a completely custom written financial plan that consists of:
  • A dependable retirement income that is reliable
  • Ability to have protection of assets from future stock market loss
  • Affordable wealth management strategies for risk money
  • An estate plan that allows you to avoid probate and pass your money on to your heirs in the most tax-advantageous way possible.

Our system takes you through 5 major areas that most financial planners and advisors neglect altogether. This 5-step review process includes the:

  • Stress Test & Investment Fee Discovery – Determine what you are really paying for your portfolio and find out how much risk you really have on your investments through our customized Stress Test just like the banks use.
  • Social Security Maximization - Why Maximize Social Security? Did you know that there are literally hundreds of options for when and how you elect your Social Security benefits? Did you know that the difference between a good election decision and a poor one is regularly more than $100,000 in income over your lifetime? With pensions disappearing and the markets unreliable, Social Security is more critical than ever to creating a lifetime income stream in retirement. We help you in choosing the right election to maximize your benefit.
  • Fiscal HouseTM Asset Protection Review – To make sure you have enoughsafe money and enough risk money to help you get through retirement. We willdiscover where your money is invested using our proprietary Fiscal HouseTM system. Over 80% of people are out of balance and this can cause serious financial problems in retirement.
  • Structured Retirement Income Plan – To help ensure you do not run out of money before you walk out on life.
  • E.P.R. (Estate Plan Review) – In order to pass your legacy on to the ones you love most while avoiding probate and excess estate taxation.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@group10financial.com or call us at 844-GROUP10 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have questions for our team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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Privacy Policy | Terms of Use

This website is for informational purposes only and is not meant to be a complete description of our investment services, performance or financial concepts. This site is in no way a solicitation or offer to sell securities or investment advisory services. Information throughout this site is obtained from sources that we and our suppliers believe to be reliable and accurate, but we do not warrant or guarantee the timeliness or accuracy of this information. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services provided by Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Group 10 Financial, LLC and Brookstone Capital Management LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

*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.