MONEY GUARD GROUP, INC.
NEW PORT RICHEY, FLORIDA

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. – 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. – 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. – 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. – 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.” Lori Reaves Aspiotes 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 18 years,” says Lori. “You want to make sure your potential advisor has your best interests at heart; someone who will help you with retirement income planning in an honest and straightforward way.” This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Unauthorized use of the material is prohibited. 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. – 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. – 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. – 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. – 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.” Lori Reaves Aspiotes 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 18 years,” says Lori. “You want to make sure your potential advisor has your best interests at heart; someone who will help you with retirement income planning in an honest and straightforward way.” This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Unauthorized use of the material is prohibited. We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.