The Wehrly Group

Investment advisory services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser to help create retirement strategies.

Helping individuals create retirement strategies using a variety of investment and insurance products custom suited to their needs and objectives.

Comprehensive financial planning services including assessment of financial situations and recommendations for products fitting retirement strategies.

Offering insurance products including fixed insurance products and annuities to provide protection benefits and steady income streams for retirement.

Assistance with Medicare options, representing 18 organizations offering 54 products while advising to contact Medicare.gov for all options.

Providing annuities which are insurance products offering guarantees backed by issuing insurance company's claims-paying ability for retirement planning.

Tax preparation division overseen by the president, assisting clients in understanding how taxes impact their financial situation and retirement.

Expertise in Social Security planning, providing knowledge on efficient ways to take Social Security benefits as part of retirement strategies.

Securities offered through TD Ameritrade Institutional as part of investment products for retirement strategies and financial planning.