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The best solutions start with asking our clients the right questions. 

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes.  This guide is designed to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

RETIREMENT SAVINGS

RETIREMENT SAVINGS

Whether you haven’t started saving or are wondering if you are saving enough, an advisor review can increase your chances of reaching your financial goals. Our advisors guide you through investment options for your retirement funds and help you to stay on track.

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EDUCATOR SOLUTIONS

EDUCATOR SOLUTIONS

Our advisors specialize in helping educators and school administrators with their unique retirement plan options. We created a retirement planning checklist, an ebook AZ Educator's Guide to Retirement, and webinars for school employees to help you have a smooth transition to retirement. Additionally we have services to help with student loan forgiveness.

DOWNLOAD THE AZ EDUCATOR'S GUIDE TO RETIREMENT
FINANCIAL PLANNING

FINANCIAL PLANNING

Gain confidence with a clear financial plan formed by an objective, third-party professional. A financial plan can help you to set realistic goals, assess your current financial situation, and create a comprehensive plan that will help you reach your goals.

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Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.



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