Our Firm

At Advantage Retirement Group, we offer our experience and knowledge to help you design your own strategy for financial independence.

Advantage Retirement Group

At Advantage Retirement Group we seek to build lifelong relationships with our clients, rooted in service, integrity and trust. We help our clients select with confidence financial strategies and tools suited to their individual needs and goals. At Advantage Retirement Group, our priority is to help ensure each client has a sound and enduring financial plan. Advantage Retirement Group was founded by Alfie Tounjian, CFP®. Our headquarters office is located in Fort Myers, Florida. The firm specializes in pre-retirement planning and post-retirement financial solutions. In addition, the group is an advocate for risk-reducing solutions by informing and assisting retirees on strategies including the use of insurance products such as annuities and life insurance to help protect and preserve their financial security and the ability to plan for an income to last the duration of their retirement years.

We are Investment Advisors, Insurance Professionals and Financial Planners focused on retirement income planning. Coaching goes beyond typical financial planning to help you identify your financial philosophy, understand the customized financial strategy for you, and help you keep your decisions and behavior regarding financial tools on track for achieving the results you want.

3 Surprises That Can Derail Even the Most Cautious Retirement Plan

Before you can plan your retirement, you need to know the facts. This helpful guide will show you the surprises that you should be aware of when planning your retirement. It will be immediately delivered to the e-mail address you provide. We take your privacy seriously, and will not share your information with anyone.

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