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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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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Dave Ramsey’s Financial Advisor Network 

Dave Ramsey’s Financial Advisor Network 

SmartVestor is your connection to Ramsey-level financial advising.

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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.

THE RETIREMENT REDZONE

THE RETIREMENT REDZONE

If you are age 50 or older and are planning to retire in the next 5 years, or already retired, you are in the RETIREMENT REDZONE and we can help.  We want our clients to maximize their benefits, minimize their taxes, and right size their investment risk

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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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