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Financial guidance and solutions for individuals, families and businesses.

At Advocacy Group, we strive to create a personalized financial road map that guides you towards your desired destination.  We seek to educate and advocate for your financial well-being.  

For Individuals & Families

No matter where you are in life, having a strong financial plan will provide stability and peace of mind about the future. 

Whether you are just starting your life as an adult, having a family, pursuing your career, getting near retirement or already retired, our approach will keep you on track with your financial goals. 

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Our Services for Individuals & Families

Protection Planning

Retirement Planning

Wealth Accumulation

401(k) & 403(b) Planning

Asset Allocation

College Funding

Life Insurance

Investments

and so much more...

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Grow & Protect Your Business

78% of small business owners plan to sell their businesses to fund their retirement, and the proceeds are needed to fund 60-100% of their retirement. 

At Advocacy Group, we work with our clients to make sure you have a plan in place that will help grow and protect your business. 

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Our Services for Business Owners

Retirement Planning

Insurance Protection & Planning

Investment & Financial Protection

Tax Planning

Estate Planning

Risk Management

Ready to take control 

of your financial future?

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