Curtis Edmark focuses on helping his clients preserve their retirement assets by developing income-based strategies for them that guarantee principal, guarantee interest, and at the same time offer a hedge against inflation. He recognizes that one of the most valuable commodities any person can have is confidence, because confidence means quality of life. His recommendations are always made with this in mind. He offers no cost semi-annual reviews to all his clients because he knows that as a person’s life changes, their needs change too.
Financial Planning
The first step in our process is creating a sound financial plan. Our experienced team will carefully work with you to determine your goals, analyze your financial assets, and assess your unique preferences to construct a personalized long-term plan.
Investment Management
Our investment management services are uniquely structured to help maximize return and minimize risk. We believe that mitigation of downside losses is paramount in long-term investment performance. Our wealth management strategies use allocation formulas that help take the guesswork and emotion out of investment decisions.
Social Security Optimization
As of 2014, there were 567 ways for a couple to calculate Social Security. Pioneer Financial Group can help you navigate the various options for collecting and reducing taxation on Social Security.
IRA/401(k) Rollovers
Many retirees choose to roll over their 401(k), pension, or other work-sponsored accounts into an independent retirement account. With so many different options to choose from, individuals can often feel overwhelmed and may make choices that are less than optimal. Pioneer Financial Group helps retirees understand the pros and cons of their choices, so they can make decisions that help them work toward their financial goals in retirement.
Retirement Consulting
Utilizing various retirement strategies, we work to help ensure our clients have access to their hard-earned money when they need it. We pride ourselves on formulating plans that are designed to help our clients not outlive their retirement income and give clients added confidence to enjoy their retirement.
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