Welcome

Insurance is not set it and forget it.  Your needs evolve.  Policies and the insurance landscape change.  Discover our services and safeguards to ensure you are always optimally insured in order to protect yourself and those you love.

You understand financing and leverage.  You financed and leveraged your education and practice to earn more.  Learn how to finance and leverage your personal Retirement Plan to achieve more in less time.

Powers Financial Group was founded by a former Wall Street trader.  Turn to our experience to manage your elevated tax and risk profile using advanced portfolio management and alternative strategies. 

Do you have self-employed income?  Through proprietary retirement plan design, you may save far more of your income than what is available in the usual 401(k), Profit Sharing, and Cash Balance plans.  We specialize in strategies to save more in pre-tax accounts and distribute more of that money tax-free in retirement.

The personal tax and income benefits you receive through our specialized Charitable Giving strategies are second only to the lives you change throughout your community and the world.  Discover how you can do well for yourself while doing good for others.    

Q: What is your most valuable asset?

A: Your ability to earn a paycheck.

Make sure your income is protected from injury and illness.  We independently represent all viable carriers that offer a "True Own Occupation" definition of disability.

Protect those who depend on your income with life insurance.  We independently shop major carriers to get you the best policy pricing and features.

Your income and savings goals require more advanced strategies to safeguard your money from taxes and creditors while maximizing your opportunities for growth.  We are Fiduciaries and manage your money in your best interest.