Movement Financial Group

At Movement Financial Group, we understand there can be a lot of moving parts when retiring. Our mission is to help you enjoy a Good Life through smarter financial strategies.

There are a lot of firms who do what we do. Some of them say they have the best investment team. Some of them say they have the most experience. Others will say they have the best financial planning process. 

We won’t say any of those things and personally think those firms are exaggerating anyway. Our value isn’t about us but instead about the clarity our clients gain and the impact it has on their ability to keep doing the things they enjoy doing most.

Our clients feel more confident with their money because we teach them how to make smarter decisions. We teach with examples, through experiences and outcomes and we work to communicate in simple terms.

The most universal gain our clients take away from working with us is the understanding of when to take social security and how it affects their retirement and legacy plans. The best example of this was when a client was able to increase her benefit by 8% and leave a greater legacy, using retirement income strategies they learned from us.