Profusion Financial Group, LLC.

05/15/2025

Exclusive Invitation - Free Exclusive Webinar -
2 Available Events to fit your schedule:
Tuesday May 27th, 6:30pm EST
Thursday May 29th, 9:00pm EST

Learn how to Unlock potential Tax Savings for your retirement! It is never too late!

Attend the webinar, and get access to the materials and resources after the event. Confirmed Attendees will receive a free copy of the Tax-Free Retirement book.

You can register for the event here now:
profusionfinancialgroup.com/registration-page.html

09/05/2024

Free Exclusive Webinar - Learn how to Reduce or Eliminate taxes on your retirement! It is never too late!
Attend the webinar, and get access to the materials and resources after the event. Participate and be eligible to receive a free copy of the Tax-Free Retirement book.
2 Available Events to fit your schedule:
Tuesday Sept 17th, 6:30pm EST
Thursday Sept 19th, 9pm EST
You can register for the event here now:
profusionfinancialgroup.com/registration-page.html

07/31/2024

NEXT WEEK - Free Exclusive Webinar - Learn how to Reduce or Eliminate taxes on your retirement! It is never too late!
Attend the webinar, and get access to the materials and resources after the event. Participate and be eligible to receive a free copy of the Tax-Free Retirement book.
2 Available Events to fit your schedule:
Tuesday Aug 6th, 9pm EST
Thursday Aug 8th, 6:30pm EST
You can register for the event here now:
profusionfinancialgroup.com/registration-page.html

07/24/2024

Free Exclusive Webinar - Learn how to Reduce or Eliminate taxes on your retirement! It is never too late!
Attend the webinar, and get access to the materials and resources after the event. Participate and be eligible to receive a free copy of the Tax-Free Retirement book.
2 Available Events to fit your schedule:
Tuesday Aug 6th, 9pm EST
Thursday Aug 8th, 6:30pm EST
You can register for the event here now:
profusionfinancialgroup.com/registration-page.html

07/23/2024

Several Key Ways to Generate Retirement Income...But if they aren't utilized correctly, it could impact the result!

Set a time to review your plan with a professional to make sure you are properly executing the strategies!

Book a Complimentary Consultation today:
www.profusionfinancialgroup.com/schedule.html

https://www.kiplinger.com/retirement/ways-to-generate-retirement-income?utm_term=14682DDD-25EC-44DD-B695-161449EDF627&lrh=c3590efab01c9d7585ec396791b3edea34b769c968b46832f548a47a8e4cf7e4&utm_campaign=231AB69E-1652-46EB-A977-6F2C6C998083&utm_medium=email&utm_content=3FF51F75-9B04-480E-8946-3A51DF49A1C7&utm_source=SmartBrief

Here are some of the benefits and drawbacks of each of these retirement income strategies so you can see which ones might work for you.

07/22/2024

Have a 401k from an old Employer...You DEFINITELY need to consider BETTER options!
-Protect Your Asset
-Continue Uncapped Growth
-Broaden your Investment Options
-Reduce Fees
-Maintain Tax Deferred Status
-Turn it into a Personal Pension
-Consider Roth Rollover

There are so many options that could improve your old 401k asset.

Reach out to learn more, and find the options that best fit your retirement goals!!!

Schedule a Complimentary Consultation Here:
www.profusionfinancialgroup.com/schedule.html

OR...you can call, text or email for more!
-P614-975-8723
[email protected]

https://www.kiplinger.com/retirement/401ks/rolling-over-a-401k-into-an-ira?utm_term=14682DDD-25EC-44DD-B695-161449EDF627&lrh=c3590efab01c9d7585ec396791b3edea34b769c968b46832f548a47a8e4cf7e4&utm_campaign=231AB69E-1652-46EB-A977-6F2C6C998083&utm_medium=email&utm_content=3FF51F75-9B04-480E-8946-3A51DF49A1C7&utm_source=SmartBrief

Thinking of rolling over a 401(k) into an IRA? There are tax and flexibility advantages. But tread carefully.

07/19/2024

Income/Bucket Strategy/Taxes /Healthcare Costs/Legacy

All 5 of these items are covered with the proper planning! Now is the time to make sure your plan is properly in place.

Do a thorough Complimentary Consultation and learn more about how they may impact your retirement, and plan properly.

Income
Bucket Strategy
Taxes
Healthcare Costs
Legacy

Schedule your complimentary session today!
www.profusionfinancialgroup.com/schedule.html

https://www.kiplinger.com/retirement/retirement-planning/604128/scaling-the-retirement-savings-peak-is-tough-the-descent-is?utm_term=14682DDD-25EC-44DD-B695-161449EDF627&lrh=c3590efab01c9d7585ec396791b3edea34b769c968b46832f548a47a8e4cf7e4&utm_campaign=231AB69E-1652-46EB-A977-6F2C6C998083&utm_medium=email&utm_content=020E05C5-895A-451B-9C86-FE6BFFD60871&utm_source=SmartBrief

You've worked hard and saved, and now you're ready to retire. For a successful retirement, though, you need to make sure you're prepared in all of these areas.

07/18/2024

10-15 Years From Retirement...A Must!!! This is THE PRIME TIMING to review planning and make sure you are on pace to get to where you want to be.

There are some incredible strategies that reduce or eliminate risk and still provide the full potential and more for Your Retirement!

Let's discuss your situation, and we can talk about how some of these strategies can assist you in Protection/Growth/Prosperity by reducing the risks and getting to your desired results!

Schedule a Complimentary Consultation with us at your convenience here:

www.profusionfinancialgroup.com/schedule.html

You can also call or email for an appointment:
[email protected]
C614-975-8723

https://www.kiplinger.com/retirement/decade-from-retirement-time-to-scale-back-risk?utm_term=14682DDD-25EC-44DD-B695-161449EDF627&lrh=c3590efab01c9d7585ec396791b3edea34b769c968b46832f548a47a8e4cf7e4&utm_campaign=231AB69E-1652-46EB-A977-6F2C6C998083&utm_medium=email&utm_content=98E6F0C8-6E68-47C0-B658-926A610D3716&utm_source=SmartBrief

Taking a more conservative approach in your portfolio can help make sure that you don’t face a big loss if the market suddenly declines.

07/17/2024

IRA, 401K or other Retirement Assets...
Take Control of Your Retirement Income!!!

Schedule a Complimentary Consultation Here:
profusionfinancialgroup.com/schedule.html

07/16/2024

Many have a Fear of Missing Out(FOMO) on market ups if they aren't in, but often have too much to risk if it then turns down!

Learn how to capture the ups without risk of the downs AND have the Income you NEED in Retirement. Simply Repositioning your assets can accomplish the protection you need from the Risk without missing out on the Rewards!!!

Request a Complimentary Consultation to Learn how you don't have to Miss Out, and still eliminate the risks!

Schedule Here:
www.profusionfinancialgroup.com/schedule.html

https://www.kiplinger.com/retirement/sensible-retirement-planning-tips-to-fight-fomo?utm_term=14682DDD-25EC-44DD-B695-161449EDF627&lrh=c3590efab01c9d7585ec396791b3edea34b769c968b46832f548a47a8e4cf7e4&utm_campaign=231AB69E-1652-46EB-A977-6F2C6C998083&utm_medium=email&utm_content=ADE7C5F0-ED36-4A7B-8876-607018585DE8&utm_source=SmartBrief

Don't let hot stock trends and fear of missing out derail your financial plan. Succumbing to emotion could put your retirement lifestyle at risk.

07/15/2024

Whether your are years off from Retirement or in Retirement, there are several strategies that can benefit you by reducing or eliminating taxes in your situation NOW...

Learn more about the many tools and resources that can affect your situation.

Schedule a Complimentary Consultation today to find out more!
www.profusionfinancialgroup.com/schedule.html

https://www.kiplinger.com/taxes/its-time-for-midyear-tax-planning?utm_term=14682DDD-25EC-44DD-B695-161449EDF627&lrh=c3590efab01c9d7585ec396791b3edea34b769c968b46832f548a47a8e4cf7e4&utm_campaign=231AB69E-1652-46EB-A977-6F2C6C998083&utm_medium=email&utm_content=52E07490-E8C6-4628-B150-C48CD6F8774B&utm_source=SmartBrief

Midyear tax planning is a strategy that can help reduce your tax burden next filing season. Here’s what you should do now.

06/24/2024

This week!!!
Free Exclusive Webinar - Learn how to Reduce or Eliminate taxes on your retirement! It is never too late!

Attend the webinar, and get access to the materials and resources after the event. Participate and be eligible to receive a free copy of the Tax-Free Retirement book.

2 Available Events to fit your schedule:
Tuesday 6:30pm EST
Thursday 9pm EST

You can register for the event here now:
profusionfinancialgroup.com/registration-page.html