Your Dream Retirement On Your Terms Without Uncertainty or
Compromise
Sign up for a free financial strategy session ($500 Value) by filling out the form below.
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Get the financial advice you need
Whether you need insurance to protect the one's you love, or financial strategies to use the tax code to retire tax-free, we have what you need.
Retire With Confidence
Guarantee your retirement income so you don't outlive your nest egg.
Financial and Tax Planning
Learn how to use the tax code like the 1% so you can retire tax-free.
Insure Your Family
Learn how to protect your loved one's with life insurance products.
NEED A financial EXPERT YOU CAN TRUST? CHOOSE TGE Financial Agency.
We are an insurance agency specializing in annuities and various types of insurance. We are committed to providing our clients with the best possible service and advice regarding their retirement planning needs. Thank you for choosing us as your trusted advisor!
Learn how to turn your 401k/403b/ 457 into a pension!
Learn how to retire TAX-FREE!
Learn how to use the tax code like 1%
Learn how to guarantee your income during retirement
A little more about us
15,000+
Customers Served
12+
Years in Business
Get Peace of mind knowing you will never outlive your retirement income.
Being ready for retirement and meeting your other financial goals doesn't just mean you've saved enough money. It also means feeling confident because you have the guaranteed income you need.
The Process
Here is what you can expect
Everyone’s goals are unique. Your path to pursue them should be, too. That’s why we get to know who you are and what matters most to you before tailoring a personalized strategy to help you get there.
Discover where you are now
Design where you want to go
Deliver and implement your financial plan
Dedicated service and support
1. DISCOVER
Where You Are Now
This is about You, Your Goals & Objectives, Your Current Finances & Taxes, Your Priorities, Our Services, and The Process.
2. DESIGN
Where You Want to Go
We will help you Organize Your Financial Life, Understand Your Net Worth, Assess Your Cash Flow, do a Tax Return Review, Analyze your Risk, and Develop Your Plan.
3. DELIVER
Your Financial Plan
We will Finalize Your Customized Plan, Align Investments with Your Market Volatility Tolerance, Optimize Your Cash Flow, Provide Solutions, help you with your Transition Plan & Implementation.
4. DEDICATED
Service and Support
We will help you with Active Plan Management, Ongoing Advice, Tax & Wealth Management, Proactive Communication & Education, Plan Update Meetings, and more.
TEAM
Meet Our Experts
Amro & Carmen Ahmed
Co-Owners | Licensed Agents
Don't take our word for it, Hear from our clients
We’re here to help you reach the retirement and financial goals you want. Here from some of our customers, and start planning for what comes next with a personalized plan.
Carmen Diaz
Very helpful and educational. Kept it simple and now I feel confident about my future and my children’s future. They tailored everything for my family and took my goals seriously. Hard to find people who truly care and do what they say! Highly recommend!!
Tasdeep Singh
Amazing to do business with TGE. It is a high quality business with honest and reliable people. They make everything very simple and straightforward.
Mary Earnest
They are knowledgeable, honest and will genuinely help/educate you on how to create wealth for you and your family.
Colette Baloney
Armo went beyond the call of duty to explain each product I was interested in. He sat with my entire family so that we all understood the value of insurance and most importantly he returns phone calls even on a Sunday!!
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