Instantly download this 10-page guide to discover:What We Offer
At Advantage Retirement Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The Advantage Retirement Group Process
At Advantage Retirement Group, we seek to build lifelong relationships with our clients, rooted in service, integrity and trust. We help our clients select with confidence financial strategies and tools suited to their individual needs and goals. Our priority is to help ensure each client has a sound and enduring financial plan. Advantage Retirement Group was founded by Alfie Tounjian, CFP®. Our headquarters office is located in Fort Myers, Florida. The firm specializes in pre-retirement planning and post-retirement financial solutions.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA legacy planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax planning
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or
register to attend a seminar.