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Resources and support to help you on your financial wellness journey.

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Medicare & Social Security

  • Medicare Journey, non-profit educational
  •  (Don't be caught off guard by Medicare's Income Related Monthly Adjustment Amount (IRMAA) for Part B and Part D Medicare premiums. Click the link and once on Medicare's Cost at a Glance webpage, scroll to Part B (Medical Insurance) Costs, click on the link for "Who pays a higher Part B premium because of income?", and also access the separate link for the Part D Costs.)

  • Group Medicare Video

    Harmony Financial Solutions has partnered with TLC Insurance Group, a nationally known service provider specializing in Group Medicare healthcare solutions. TLC’s services are NO COST to the employer or union and NO COST to employees and retirees.

    Get the insights into how Group Medicare may benefit your company and your bottom line.


  • Cost of Long Term Care (longevity risk)

  • Personal Economic Model

    Helping You Visualize The Flow of Money

    Personal Economic Model image

    This Personal Economic Model is a unique concept designed to help you gain a true picture of how your money flows. We help people just like you change their economic outlook, putting them in a better position to realize their future goals and dreams as they balance current lifestyle with future lifestyle. (See introductory video in the Insights tab.)

    The Personal Economic Model®

    is a registered trademark of MoneyTrax, Inc.​

    Secure File Share

    Securely share files with end-to-end AES 256-bit encryption, the gold standard for data encryption, used by organizations such as the U.S. Military where file security is critical, to ensure your information is safe.

    Check the background of your financial professional on FINRA's BrokerCheck.

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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    ​ There are no warranties implied.


    CSP Financial Group, LLC is a registered investment adviser located in Scottsdale, Arizona. CSP Financial Group, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. CSP Financial Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CSP Financial Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as CSP Financial Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CSP Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CSP Financial Group, LLC, please contact the state securities regulators for those states in which CSP Financial Group, LLC maintains a registration filing. A copy of CSP Financial Group, LLC’s current written disclosure statement discussing CSP Financial Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from CSP Financial Group, LLC upon written request. CSP Financial Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CSP Financial Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


    This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.


    Insurance products and services are offered and sold through CSP Financial Group, LLC and individually licensed and appointed insurance agents.

    Medicare Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

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