Financial Security Group of Az, Inc.

Financial Security Group of Az, Inc. Our mission is to help our clients preserve what they worked hard for. We specialize in Estate Planning, Retirement & Income Planning and Income Tax Prep.

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individ...
06/04/2026

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.

Seven in ten people over age 65 can expect to need extended care services at some point in their lives. So understanding the various types of extended care services – and what those services may cost – is critical as you consider your retirement approach.

Understanding the types of extended care services—and what those services could cost—may be critical.

Today we remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice, cou...
05/25/2026

Today we remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice, courage, and dedication will never be forgotten. Wishing everyone a meaningful and safe Memorial Day as we take time to reflect on the true meaning of this day.

There’s a moment early in retirement that surprises a lot of people.They wake up, and there’s nowhere to be. No commute....
05/22/2026

There’s a moment early in retirement that surprises a lot of people.

They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that's all yours to enjoy however you wish.

At first, that quiet can feel wonderful. After years of deadlines and responsibility, maybe even a relief.

And then, somewhere in those first few months, another thought creeps in: Now what?

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that th...
05/14/2026

As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down.

A warranty makes sense for big-ticket purchases, but what about for a home?

Understanding the value of a home warranty.

05/07/2026

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild...
05/01/2026

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid question that many families are facing as more and more people choose alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. Yo...
04/23/2026

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other sections, but you may not know about the senior fitness offering “SilverSneakers.”

Medicare’s popular program, offering free gym membership and health education.

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To u...
04/17/2026

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process works.

Probate can be a completely public process, or it can be managed to include as little information as possible.

One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why ...
04/10/2026

One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.

Fortunately, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage.

Couples may be able to head off many of the problems in a marriage that money can cause.

04/03/2026

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Address

10001 W BELL Road, STE 148-A
Sun City, AZ
85351

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16235612323

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