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Successful retirement plans.

Let’s keep this simple so you can concentrate on relaxing and having fun.  Successful retirement plans require guaranteed lifetime income, healthcare coverage, and a plan to effectively pass on your assets to your loved ones.  There are several options to cover these risks to protect your savings.



Running out of money is the greatest fear for retirees and our longevity is increasing year after year.  Obtaining sources of income guaranteed for your lifetime provides control.  Peace of mind is achieved when knowing that your guaranteed income covers your expenses, regardless of market performance and life events.



Medical costs may very well be your largest retirement expense.  Medicare with Medicare Supplement provides health maintenance coverage.  To protect retirement savings, a plan to manage long-term care expenses is a necessity.  Long-term care expenses can deplete savings rapidly leaving a surviving spouse exposed.



Your retirement plan needs to efficiently transfer your wealth to your loved ones.  There are strategies that will allow you to tax-efficiently transfer your assets while you’re alive and maintaining independence and control.


Tax-Efficient Strategies

The key is to keep your retirement taxes low and not wait until retirement to start making plans. Instead, make plans well before you rely on your retirement savings as your main source of income. Financial planning is no easy task. It’s best to seek the advice of a financial advisor with experience in designing tax-efficient wealth management plans.” In front of the existing


Tax minimization provides specific tax-saving strategies and implementation tactics to use prior to and during retirement.  Future tax rate increases are out of our control.  Retirees need a tax strategy that will minimize the risk of future tax increases to pay existing government debt, pensions, and healthcare obligations.


Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.







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Scottsdale, AZ Office

10450 N. 74th Street Ste 110

Scottsdale, AZ. 85258

P: (602) 549-1613