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Personalized Solutions
for Your Financial Journey.

Welcome to Testa Financial, where we empower you
to take control of your financial future and build a retirement
strategy tailored to your unique needs and goals.

Speak To A Retirement Income Specialist

About Us

High Range of
Exploring Protection

At Testa Financial Group, we recognize the importance of safeguarding your loved ones. That’s why we provide personalized term life insurance policies with living benefits for critical, chronic, and terminal illness, along with the opportunity for a full premium refund if you meet the criteria.

Term life insurance offers coverage for a specified duration, typically 10, 20, or 30 years. By paying premiums, you secure a death benefit for your beneficiaries, ensuring financial security during the policy term.
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Wealth Strategy

Crafting a comprehensive wealth strategy involves careful planning and diversification to maximize returns and mitigate risks, tailored to individual financial goals and circumstances. At Testa Financial Group, our expert advisors specialize in creating personalized wealth strategies that align with your aspirations, ensuring a secure financial future.

Tax-Free Retirement Account

A Tax-Free Retirement Account, is a properly structured Life Insurance Policy designed to help you save for retirement while enjoying the benefits of tax-free growth and withdrawals. Unlike traditional retirement accounts, such as 401(k)s or IRAs, where contributions are made with pre-tax dollars and withdrawals are taxed upon distribution, a TFRA allows your money to grow tax-free, and qualified withdrawals are not subject to taxes, providing you with greater financial flexibility in your golden years.

TSP Rescue

A Thrift Savings Plan Rescue Account is a specialized solution designed to optimize your TSP savings strategy and protect your hard-earned retirement assets from market volatility and economic uncertainty. Whether you're nearing retirement or seeking to enhance your long-term financial security, a TSP Rescue Account empowers you to take control of your TSP and achieve your retirement goals with confidence.

Annuities

An annuity is a financial product designed to provide a steady stream of income during retirement. It offers you the opportunity to convert a lump sum of money into a reliable income stream that can last for the rest of your life or for a specified period, depending on your needs and preferences.

Retirement Strategies
Tailored to you!

Retirement is a milestone that marks the beginning of a new chapter in your life. A well-crafted retirement strategy is essential to ensure that you can enjoy the lifestyle you envision during your Stress-Free years without worrying about financial uncertainty. Whether you’re just starting to plan for retirement or you’re nearing retirement age, having a solid strategy in place is crucial to achieving your long-term financial objectives.
Our Process

Our Approach to Retirement Planning:

At Testa Financial, we believe that every individual’s journey to retirement is unique. That’s why we take a personalized approach to retirement planning, working closely with you to understand your financial situation, lifestyle goals, risk tolerance, and time horizon. By taking the time to assess your needs and priorities, we can develop a comprehensive retirement strategy tailored specifically to you.

Loyalty, customer satisfaction, and trust are the cornerstones of our business philosophy. We prioritize your needs and goals above all else, and our team of experienced Retirement Income Experts is committed to delivering personalized retirement strategies tailored to your unique circumstances.
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Opening Hours

  • Monday - Friday:
  • 9:00AM - 9:00PM
  • Saturday - Sunday:
  • Closed

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Book Appointment Call Now: (561) 207-8316

Children College Funds

  • Tax-Advantaged Savings: Enjoy tax benefits by contributing to a Children's College Fund, with potential tax-free growth and tax-free withdrawals for qualified education expenses.
  • Flexible Contribution Options: Contribute to the fund regularly or periodically according to your financial situation, with the ability to adjust your contributions over time.
  • Education Cost Coverage: Use the funds from the Children's College Fund to cover a wide range of education expenses, including tuition, room and board, textbooks, supplies, and more.
  • Financial Aid Impact: Minimize the impact of financial aid eligibility by strategically structuring the Children's College Fund to optimize your child's chances of receiving need-based financial aid.