7220 North 16th Street, Suite C, Phoenix, AZ 85020 (480) 951-5300

Retirement Planning

It’s never too early to start planning for your life after retirement. For many of us, social security won’t be enough to live on, and employer plans may be under-utilized. The right retirement strategy will consider your income sources, tax situations, lifestyle expenses, your health, and your hobbies.

  • Review your current and previous employer-sponsored retirement plans, pensions, and benefits
  • Assist you with which type of retirement account is right for you and your tax situation: IRA, Roth IRA, 401(k), Roth 401(k), 403(b), SEP IRA, SIMPLE IRA, defined benefit plan, cash balance plan, 457s, life insurance retirement plans, and many more
  • Help you decide where to contribute, how much to contribute, and when; analyzing when and if it may be best for you to contribute outside of your retirement accounts
  • Provide guidance with regard to choosing the right time for you to retire
  • Management of required minimum distributions (RMD)
  • Technology-driven statistical analysis illustrating a variety of potential outcomes, helping you choose the right path

Initiate a Conversation

Broker Check