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Helping Protect Your Estate Assets and Avoid Unintended Consequences
Making your money last throughout retirement has been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges.
While there are many courses available for pre-retirement planning, these unique courses focus on the concerns, issues and needs that are important to today’s retirees.
Whether you are planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time
and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
National and local health authorities have determined that social distancing reduces the risk of spreading or contracting Covid-19. We are rescheduling out of an abundance of caution to avoid the possibility of unnecessarily exposing participants. Once this event has been rescheduled, we will notify you of the new date and time.
We would like to thank you for your interest in these workshops by offering you a complimentary one-on-one coaching session with the host of this workshop, Landon Randall. This is an opportunity for you to receive a personal evaluation of your social security options and get your specific questions answered. With a little pre-meeting planning, Landon will be able to generate report scenarios unique to your situation. Again, there is no-charge for this initial coaching session.
If you’d like to move forward, we will provide you with a checklist of items to bring  so you can make the most of your time with Landon. Please call our office for an appointment. You can reach us at 623-696-7176 during regular business hours. We are happy to assist you.
With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.
If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.
National and local health authorities have determined that social distancing reduces the risk of spreading or contracting Covid-19. We are rescheduling workshops out of an abundance of caution to avoid the possibility of unnecessarily exposing participants. Once events have been rescheduled, we will post the new dates and times here on our site.
We would like to thank you for your interest in these workshops by offering you a complimentary one-on-one coaching session. This is an opportunity for you to receive a personal evaluation of your social security options or get your specific tax planning questions answered. With a little pre-meeting planning, Michael Oxford (Tax Planning) or Landon Randall (Making the Most of Social Security) will be able to generate report scenarios unique to your situation. Again, there is no-charge for this initial coaching session.
If you’d like to move forward, we will provide you with a checklist of items to bring  so you can make the most of your time with an advisor. Please call our office for an appointment. You can reach us at 623-696-7176 during regular business hours. We are happy to assist you.