Our Company Values For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem.
Listed below are our Company Values which we hope will give you a better understanding of how we operate. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
How We Can Help Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected. Retirement assets can be exposed to four major financial risks: Market Risk Withdrawal Rate Risk Longevity Risk Medical Expenses/ Long-Term Care Expenses.
How We Can Help Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected. Retirement assets can be exposed to four major financial risks: Market Risk Withdrawal Rate Risk Longevity Risk Medical Expenses/ Long-Term Care Expenses We can help reduce these risks through a wide range of services, including: Retirement Planning No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms. LEARN MORE Annuities Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings. LEARN MORE Insurance Reviews Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy. LEARN MORE Income Strategies Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement. LEARN MORE Life Insurance A reliable insurance strategy could help protect you and your family from the financial consequences of major life events. LEARN MORE Social Security Optimization We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits. LEARN MORE Tax Planning Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach. LEARN MORE Money Management One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work. LEARN MORE Investment Strategies Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family. LEARN MORE
Lifetime Solution provides “Safe Money” alternatives for our clients to maximize accumulation and provide lifetime income options.
Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Tax management
Making sure you don’t pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education funding
Recommending investment and accumulation strategies to help you pay for your grandchildren’s education.
Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Legacy Planning
Helping you leave a legacy to children or grandchildren. Including Wealth Transfer Strategies that minimize Estate tax, Income Tax and Probate fees.
We are also experts in the Utilization of Index Annuities:
Index Annuities allow investors to capture the upside of the Stock Markets without being exposed to the downside risk of the stock market.
Hours of Operation: 8 AM - 6 PM
91 W Baylor Ln
Gilbert, AZ 85233
