Here at Villegas Financial Group we are a dedicated group of financial specialists who take great pride
in assisting and guiding each client throughout all stages of life.
Our overall primary goal is to help protect clients' families and to, together, help reach their financial goals while maximizing their financial potential.
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Our team is your partner
OUR SERVICE
Reteirement PLans
We encourage our clients to take a proactive approach when planning for retirement.
Life Insurence
The value of life insurance cannot be overstated.
Mutual Funds
One of the most important benefits of mutual funds is the incredible diversification they offer.
Our team is your partner
OUR SERVICE
Retirement Plans
We encourage our clients to take a proactive approach to retirement planning. Whatever the stage of life, here at Villegas Financial Group we strive to provide the confidence and expertise required to navigate the retirement process. We understand that each individual's goals are unique with a variety of options including, but not limited to: 401k plans, traditional IRA, Sep IRA, Roth IRA, annuities and Keogh plans. We tailor each individual plan to fit the needs of each client while maximizing benefits and minimizing taxes.
Life Insurance
The value of life insurance cannot be overstated. Educating each client about the importance of life insurance is one of our firm's top priorities. Life insurance can offer protection against income loss, potential debt (including any existing mortgages) along with any unforeseen family expenses in the event of a loss.
College Funding
For many of our clients, saving money for their child or childrens' education is paramount in planning their financial future. We have programs available that can help parents give their children the gift of graduating from college student-debt free.