1926 E. Fort Lowell Rd Suite 100

Tucson, AZ 85719

520-318-4600

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Fri: 9:00 - 3:00 AZ

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Are you trying to retire and need to know where you stand? Then, it’s time to figure out where you want to go and if you can get there.

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Do you have questions about annuities, either ones you own or are looking at investing in? We can help.

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Are you trying to retire and need to know where you stand? Then, it’s time to figure out where you want to go and if you can get there.

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Setting Up Automated Savings for Effortless Retirement Planning

Saving for retirement is like planting a garden: it flourishes with careful planning and regular maintenance. But what if there was a way to automate this care, ensuring your garden thrived without constant attention?
Automated savings act as the gardener, consistently nurturing your retirement fund and helping it grow.

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balancing risk: how to manage your retirement investment portfolio

Balancing Risk: How to Manage Your Retirement Investment Portfolio

Did you know that nearly 60% of retirees worry about outliving their savings? Balancing risk in your retirement portfolio is essential to alleviate this concern.
Picture your retirement as a time of financial stability and growth, free from the stress of market downturns. Read on to explore strategies to

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401(k) strategies: making the most of your retirement plan

401(k) Strategies: Making the Most of Your Retirement Plan

Picture this: you’re on the verge of retirement, confident and excited about the future because you’ve maximized your 401(k) plan to its fullest potential.
Despite its importance, many people are not making the most of their 401(k) plans due to a lack of knowledge and proper strategies. Imagine retiring

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the benefits of a roth ira for your retirement savings

The Benefits of a Roth IRA for Your Retirement Savings

When Sarah retired, she didn’t worry about taxes eating into her savings. Her secret? A Roth IRA. Starting her retirement planning early with a Roth IRA allowed Sarah to enjoy her golden years without financial stress.
Unlike traditional retirement accounts, Roth IRAs offer unique benefits such as tax-free withdrawals

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smart investing strategies for your retirement fund

Smart Investing Strategies for Your Retirement Fund

Have you ever wondered if you’re truly prepared for retirement? The journey to a secure future begins with intelligent investing, yet many people are unsure about the best strategies to build a robust retirement fund.
How can you ensure your golden years are financially stable and stress-free? Read on

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early birds: tips for starting your retirement savings early

Early Birds: Tips for Starting Your Retirement Savings Early

Did you know that starting your retirement savings in your 20s could mean retiring with double the nest egg compared to starting in your 30s?
Early retirement savings ensure financial security and comfort in your golden years. Imagine the freedom to travel the world, pursue hobbies, or simply relax

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creating a solid retirement savings plan: strategies for success

Creating a Solid Retirement Savings Plan: Strategies for Success

Picture this: You’re sitting on a sunny beach, a gentle breeze blowing, without a care about your finances. Retirement should be a time to enjoy life, not to worry about money. But without a solid plan, many people find themselves unprepared.
Imagine retiring confidently, knowing you have a comprehensive

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leveraging catch-up contributions for your retirement

Leveraging Catch-Up Contributions for Your Retirement

Did you know that nearly 50% of Americans over 50 saved less than $100,000 for retirement? This startling statistic shows how important it is to maximize your retirement savings.
Catch-up contributions offer a critical lifeline, allowing you to boost your retirement funds significantly. Imagine the peace of mind with

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choosing the right retirement account: from 401(k)s to iras

Choosing the Right Retirement Account: From 401(k)s to IRAs

When John turned 55, he realized that the retirement account he had chosen years ago wasn’t the best fit for his changing needs. He wished he had known more about his options.”
Whether you’re considering a 401(k), a traditional IRA, or a Roth IRA, each option has unique benefits

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