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1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
520-318-4600
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Tucson, AZ 85719
Contact Us
A free retirement process designed to help give you the confidence and clarity to retire when you want, how you want, and with the income and lifestyle you truly desire.
Every single day we meet with people who want to retire but get overwhelmed by the process.
Many times they just don’t know if they can actually retire or not.
That’s why we’ve created a process to help you gain one of the most important first steps for a successful retirement.
Before you retire it’s important that you go through a process focused on giving you clarity on your situation and your ability to retire. A process that helps you take the vision you have for your retirement and turns that into an actionable plan you can execute.
That’s why we created The Ironwood Difference. It’s a step by step process we’ve developed to help our clients face retirement with confidence.
If you’ve been looking for a trusted guide & resource we’re here to answer the call.
This is where we learn about your situation, what your vision for retirement is, what challenges you’re facing, opportunities you want to capture and what it’s going to look like as we go through this process.
We educate you on modern investment theory and it’s performance over time and help you get clarity on many different investment styles so you can find the path right for your situation.
We educate you on the different investment types, how fees work in different investment vehicles, and show you the different ways you can take money out of your portfolio.
We start mapping out your unique situation and show you step by step how life events can alter and change your retirement plan, what your retirement may look like, and start showing you options that you need to consider to achieve your goals.
In our last and final step we deliver our complete analysis to you and give you our recommendations for your implementation.
One of our most important values is integrity. And integrity demands that we point you in the right direction no matter if it’s working with us or not.
That’s why we believe this process is so important.
By going through the initial phases, we believe that you’ll gain a level of clarity that is often missing in many retirees financial lives and you’ll leave educated on what’s really working and what to look out for.
That’s why we don’t believe in charging a fee for this process and instead want to prove our worth with your experience and the value we can bring to the table.
We believe that after you see us in action, you may want our help in implementing the strategies we help you map out.
That’s why we do this. It’s our way of showing value first and earning the right to be your advisor.
We can’t help everyone.
There are some qualifications you’ll need to meet— the biggest being that you have a portfolio size and net worth for this planning session to make sense. Meaning you have a liquid net worth over $250,000 and you are nearing retirement or already retired.
That’s our specialty and we aren’t equipped to help everyone. If you meet those qualifications and the whole process sounds fair, then get on a first call with us and we’ll see if we can help.
To get started, all you have to is use the form below to schedule your first call.
Then we’ll send you to a survey page to tell us more about your situation.
From there we’ll get on a call with you and talk about your vision, hopes, and dreams and really dive deep into what you’re trying to accomplish and see if this process makes sense for your situation.
So get started now and we look forward to meeting you soon!
Copyright © 2021 · Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.