ABOUT

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Money Guard Group, Inc.

Lori Reaves

Your Retirement Lifeguard 

Lori Reaves is an instructor with Adult Financial Education Services (AFES) and specializes in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement. She embarked on her career in financial services when her 93-year-old beloved Grandma Pearl expressed concerns about outliving her money. Lori soon realized that her own diligent research led to a passion for helping others plan their retirement, so she decided to change career paths; in 1998 becoming insurance licensed in Florida. She has since helped numerous individuals who are near or early into retirement enjoy a worry-free lifestyle, knowing that their money is safeguarded.

Throughout her career clients and colleagues have recognized Lori’s ability to identify then create a plan that meets that need. “I have worked in the financial services industry for over 20 years,” says Lori.  “You want to make sure your potential financial professional has your best interests at heart; someone who will help you with retirement income planning in an honest and straightforward way.”

Lori is a proud Certified member of the National Ethics Association and recipient of the prestigious Million Dollar Round Table award. Born in New York, Lori considers herself a lifelong resident of the Tampa Bay area, Florida.

Contact Lori today for a conservative retirement income analysis! 727-478-2424

 

Click Ethics.net to view the National Ethics Association website.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.