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Establish the Groundwork

Define today and plan for a better tomorrow

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Tailored Solutions

Working together to develop a personalized game plan

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Loyalty and Commitment

Ongoing support throughout your lifetime

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WELCOME TO TOUCH FINANCIAL GROUP

Just as our name suggests, we’re dedicated to providing financial planning and advice with a human
touch. Our planning process involves much more than analyzing the numbers and keeping up with
the markets - we believe in the power of personal connection as we build a relationship with you. Far
from a disconnected transaction, we lead with a process that centers around understanding you
and creating a financial plan that best supports your life, family, and future. Together, we work toward
addressing your concerns, achieving your goals, and getting in touch with your deeply-held values.

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Retirement

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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