OTB Financial Group offers personalized retirement strategies, including annuities and investment solutions, to ensure lifelong guaranteed income for professionals.
-- Empowering Professionals with Financial Security for Retirement
OTB Financial Group, led by LG Canales, the Retirement Income Coach, is committed to empowering individuals and professionals to achieve a secure financial future. With pensions becoming increasingly rare, Canales offers a valuable solution to ensure retirement security through customized retirement strategies, with a strong focus on guaranteed income via annuities. This approach is designed to create a reliable, pension-like income stream that ensures clients can retire confidently, knowing their income is secure for life.
OTB Financial Group operates under the philosophy of thinking “Outside the Box” (OTB) in every aspect of financial planning. As an independent firm, OTB Financial Group is not influenced by the interests of any particular financial institution, allowing them to offer unbiased, objective advice. The firm offers personalized services and works closely with clients to build financial plans tailored to their specific needs, helping professionals secure their financial future.
Annuities as a Secure Source of Income
With fewer companies offering traditional pensions, OTB Financial Group focuses on helping clients secure their retirements through annuities. Annuities provide a reliable and predictable income stream for life, ensuring that clients have a stable financial foundation in their retirement years. By utilizing annuities, LG Canales helps clients create a sustainable income plan, replicating the benefits of a pension in an era when such options are becoming rare.
Through personalized consultation, OTB Financial Group educates clients on how to maximize the benefits of annuities, tailoring each solution to the client’s unique retirement goals. The firm offers a variety of annuity options, including immediate and deferred annuities, designed to meet the diverse needs of clients preparing for retirement.
Comprehensive Financial Strategies for Growth and Protection
OTB Financial Group provides more than just retirement planning; they offer a wide range of financial services designed to help clients grow and protect their wealth. The firm’s expertise spans several areas, including life insurance, disability coverage, long-term care insurance, investments, and tax strategies.
In addition to annuities, OTB Financial Group provides essential wealth protection services, such as life insurance and long-term care insurance. Their investment strategies aim to maximize growth while minimizing taxes, helping clients build wealth in a tax-efficient manner. The firm also specializes in tax planning and business owner solutions, helping clients optimize their financial outcomes and reduce liabilities.
As an independent advisory firm, OTB Financial Group ensures that clients receive objective advice and solutions that are specifically tailored to their needs. They collaborate with trusted partners, including leading insurance providers and financial institutions, to offer clients the best possible options available.
The OTB Financial Group Advantage
OTB Financial Group stands apart due to its commitment to providing personalized, independent financial advice. The firm is not tied to any particular financial institution, which means that LG Canales and his team can offer the most suitable financial solutions from a broad range of trusted partners. This flexibility allows clients to have access to more options, ensuring their financial plans are well-suited to their unique goals and objectives.
In addition to offering retirement planning, OTB Financial Group also provides consulting services to business owners. The firm helps streamline business operations, reduce tax burdens, and design employee benefits and retirement plans to attract and retain top talent. This holistic approach enables both individuals and business owners to build wealth, reduce risks, and secure a financially stable future.
LG Canales: Best Retirement Income Coach in Texas of 2025
OTB Financial Group is proud to announce that LG Canales has been named the Best Retirement Income Coach in Texas of 2025. This prestigious award highlights LG’s excellence in the field of retirement planning, underscoring his dedication to helping professionals create guaranteed income for life. His unique approach focuses on developing sustainable, long-term financial strategies that prioritize guaranteed income, allowing clients to achieve the retirement they deserve.
As the Best Retirement Income Coach in Texas of 2025, LG’s innovative retirement strategies are helping clients navigate the complexities of today’s financial landscape. With pensions becoming a thing of the past, LG’s work provides professionals with the tools they need to secure a reliable income stream for their retirement years.
The Role of the Retirement Income Coach
As a Retirement Income Coach, LG Canales helps individuals, particularly professionals, secure guaranteed income for life through personalized strategies. His approach emphasizes the importance of creating long-term financial health by using innovative, guaranteed solutions rather than relying on unpredictable interest rates and market fluctuations. LG often says, “If you do what you always did, then you are always going to get what you got,” emphasizing the need for a fresh approach to retirement planning.
LG’s focus on annuities and guaranteed income allows clients to build a retirement plan that mirrors the security of a traditional pension. His unique approach helps clients develop a steady income stream that will support their lifestyle for the rest of their lives, providing peace of mind and financial security.
About OTB Financial Group
OTB Financial Group is an independent financial consulting firm that specializes in creating customized retirement strategies, wealth management, and risk protection. Led by LG Canales, the firm provides personalized financial services with an emphasis on annuities, investment solutions, and tax planning. The firm is committed to offering unbiased advice and a philosophy of thinking “Outside the Box” to help clients build a secure financial future. With a holistic approach, OTB Financial Group ensures that each client receives a comprehensive financial plan tailored to their unique needs and goals.
Media Contact:
LG Canales
Retirement Income Coach, OTB Financial Group
Email: info@otbfg.com
Website: www.otbfg.com
LinkedIn: LG Canales LinkedIn
Facebook: LG OTB
Instagram: OTB Financial Group
Contact Info:
Name: LG Canales
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Organization: OTB Financial Group
Website: http://www.otbfg.com/
Release ID: 89159083
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