Sparrow Financial Group provides complete and comprehensive financial planning to those nearing retirement and those already in retirement, as well as those who are preparing for secondary education and beyond. Our goal and mission is to help our clients create and grow their assets, protect and preserve those assets, and distribute them to loved ones or charities in the most tax efficient manner possible. In order to achieve this, we provide but are not limited to the following services:
- Social Security Maximization
- Asset Management
- Risk Management
- Life Insurance
- Long Term Care / Disability
- Money Management
- Annuities
- Retirement Planning Forecasting
- 401(k) / 403b / 457 (deferred comp) / TSA Rollover Services
- 529 Plans
- Group Benefits