Longshaw Financial Group

As you search to find the right company to help you plan for retirement, it’s important to choose a firm that has integrity and a strong commitment to the best interests of their clients. It’s also important to know that the person you work with has the experience needed to help you through the challenges that come in planning your retirement.

At Longshaw Financial Group, we focus on working with Florida Public Sector employees who are members of the Florida Retirement System and Federal Government employees. We serve families in the Tri-County area of South Florida, Palm Beach and Broward to Miami-Dade County.

Our process starts with a proven set of diagnostic reviews, to identify significant financial and retirement planning problems. We call it our Complete Planning Review (CPR). We identify issues that could be a potential risk for you now or in the future, and we help you solve problems that would stop you from meeting your goals. If you're worried, unsure or unhappy about what may happen to your money, your retirement and your financial future, then do something about it. Pick up the phone, and call us today at 954-478-2217. When you work with us, our commitment to you is to make sure that all your needs are met. Through careful listening and planning, we make sure that you are in control and able to accomplish the goals that are important to you. Call us today.

What makes Longshaw Financial Group different from other financial and retirement planning firms?

• PERSONAL RELATIONSHIPS: We dedicate ourselves to exemplary service and caring relationships with our clients.  We find fulfillment and inspiration in the trust and friendship our clients place in us as we work together to provide the protection they want and the peace of mind they deserve.
• IN-DEPTH KNOWLEDGE OF PUBLIC EMPLOYEES RETIREMENT PLANS: As a former State employee and member of the Florida Retirement System, Denise Longshaw has in-depth knowledge of the Florida Retirement System, especially in the areas of benefits and retirement. She has served Florida Retirement System employees from the beginning of the FRS DROP program and the Public Employees Optional Retirement Program (PEORP), otherwise known as the FRS Investment Plan.
• We have specialized experience working with federal employees and provide services such as complimentary benefits analysis, low-cost FEGLI alternatives, TSP portfolio review and annuity plan guidance, FEHB survivor and dependent coverage analysis.

• INDEPENDENCE: As independent advisors, we are free to use the best financial solutions available for your individual needs.  We do not have quotas to meet, therefore we can focus solely on your needs.  We work with an unlimited number of top-rated insurance and investment companies and choose the company only when their product solution fits your needs.
• REAL SOLUTIONS: Have you ever met with a tax-shelter annuity representative (TSA) at work, and within minutes they have you signing up for a 403(b)/457 plan with their company?  Our approach is different.  We help our clients with financial problems that are specific to their needs after a comprehensive review process. 

When you work with us, we will demonstrate the problems and risks that you may not know you have, using your numbers, we show you quantifiable benefits of enlisting our help.

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To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@longshawfinancialgroup.com or call us at 954-478-2217 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.