Our Services

To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies use insurance products, such as annuities, as well as investment products to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
At Longshaw Financial Group, we offer you the following services:

• Annuities
• Life Insurance
• IRAs, TSAs, TSP, DROP & FRS Investment Plan Rollovers
• Long-Term Care Strategies
• Medicare Supplements
• Funeral / Final Expense
• Social Security Timing
• Tax Minimization Strategies
• Wealth Accumulation & Managed Portfolio Investing

In addition, we can refer you to professionals who provide the following services:

• College Funding Solutions
• Tax Preparation Services
• Estate Planning & Probate Avoidance
• Charitable Gift Giving Plans
• Property & Casualty Experts for Home and Auto Insurance

Contact us at info@longshawfinancialgroup.com or call us at 954-478-2217 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.

Your insurance professional is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice.