Is it time for you to begin planning for the next chapter of your life?


Retirement Evolutions** can help you prepare for your financial future.

ANYONE CAN BE A
FEARLESS INVESTOR

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OR NOT ENOUGH?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!

Get to Know
Our Team

Retirement Evolutions Team

Retirement Evolutions' mission is to keep you on the path toward financial security and independence because everyone deserves a secure, independent retirement. The team at Retirement Evolutions has the experience to help set you on a clear path to your financial aspirations.

 

 

 

 

 

Take the first step in planning for your financial future.

Register for an upcoming event

Get started on your path to financial success. Attend a live event. Meet the Retirement Evolutions team and discover strategies and resources to help you begin planning for your financial future.

Next Event:

  • Tue
    21
    Aug
    2018
    6:30 - 8:30 pmCulinary Dropout | 2543 E Grant Rd, Tucson, AZ 85716

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Wed
    22
    Aug
    2018
    6:30 - 8:30 pmCulinary Dropout | 2543 E Grant Rd, Tucson, AZ 85716

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Tue
    25
    Sep
    2018
    6:30 - 8:30 pmCulinary Dropout | 2543 E Grant Rd, Tucson, AZ 85716

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Wed
    26
    Sep
    2018
    6:30 - 8:30 pmCulinary Dropout | 2543 E Grant Rd, Tucson, AZ 85716

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Wed
    10
    Oct
    2018
    6:30 - 8:30 pmBottega Michelangelo | 420 W Magee Rd, Tucson, AZ 85704

    This event is now full.

    (more…)

  • Thu
    11
    Oct
    2018
    6:30 - 8:30 pmBottega Michelangelo | 420 W Magee Rd, Tucson, AZ 85704

    This event is now full.

    (more…)

  • Tue
    16
    Oct
    2018
    6:30 - 8:30 pmBarnfire Mesquite Grill | 8310 N. Thornydale Road, Tucson, Arizona 85741

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Wed
    17
    Oct
    2018
    6:30 - 8:30 pmBarnfire Mesquite Grill | 8310 N. Thornydale Road, Tucson, Arizona 85741

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Thu
    25
    Oct
    2018
    10:00 AM & 2:00 PMRetirement Evolutions | 4578 N. First Ave, Suite #120 Tucson, AZ 85718
    Please join us at either 10am or 2pm for our informative Medicare enrollment workshop.


  • Fri
    26
    Oct
    2018
    10:00 AM & 2:00 PMRetirement Evolutions | 4578 N. First Ave, Suite #120 Tucson, AZ 85718
    Please join us at either 10am or 2pm for our informative Medicare enrollment workshop.


  • Tue
    06
    Nov
    2018
    6:30 - 8:30 pmTavolino Ristorante Italiano | 2890 E Skyline Dr, Tucson, AZ 85718

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Thu
    15
    Nov
    2018
    6:30 - 8:30 pmTavolino Ristorante Italiano | 2890 E Skyline Dr, Tucson, AZ 85718

    You are cordially invited to attend a complimentary dinner discussion, hosted by Jon Magoch, President & CEO of Retirement Evolutions.

    This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss strategies to address the risks associated with your estate, retirement income, investments, taxes & insurance.

    This is not a large group event where you are lost in the crowd. Instead, this is an informative and engaging group discussion facilitated by a local retirement specialist and Radio show personality Jon Magoch.  Due to the exclusivity, the capacity of this event has been limited to 15 attendees for each event, so click to register or call today to reserve your seat!


  • Tue
    29
    Jan
    2019
    Wed
    30
    Jan
    2019
    6:00 pmTavolino| 2890 E.Skyline Dr., Tucson

    Are you retired, or nearing retirement and looking for the confidence to take the next step?

    Isn't it time to reevaluate your retirement plans so you can have peace of mind during retirement?

    You and your guest are cordially invited to attend an Exclusive Dinner Discussion. This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss the "5 Pillars in Retirement":

    Learn More and Register

  • Tue
    19
    Feb
    2019
    Wed
    20
    Feb
    2019
    6:00 pmTavolino| 2890 E.Skyline Dr., Tucson

    Are you retired, or nearing retirement and looking for the confidence to take the next step?

    Isn't it time to reevaluate your retirement plans so you can have peace of mind during retirement?

    You and your guest are cordially invited to attend an Exclusive Dinner Discussion. This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss the "5 Pillars in Retirement":

    Learn More and Register

  • Tue
    19
    Mar
    2019
    Wed
    20
    Mar
    2019
    6:00 pmTavolino| 2890 E.Skyline Dr., Tucson

    Are you retired, or nearing retirement and looking for the confidence to take the next step?

    Isn't it time to reevaluate your retirement plans so you can have peace of mind during retirement?

    You and your guest are cordially invited to attend an Exclusive Dinner Discussion. This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss the "5 Pillars in Retirement":

    Learn More and Register

  • Wed
    24
    Apr
    2019
    Thu
    25
    Apr
    2019
    6:00 pmTavolino | 2890 E.Skyline Dr., Tucson

    Understand how to better prepare your retirement! 

    The biggest fear about retirement is outliving your money. What if there was another massive correction in the stock market like we saw in 2008-2009? This is a common fear shared among millions of Americans is outliving their money while in retirement.

    Please join us for this exclusive event designed to help show you the best strategies to prepare for the road ahead. We all wish to flourish in retirement- allow us to show you how to do that in today's economy. We look forward to seeing on April 24th or 25th, 2019.

    Seating is limited so register now!

  • Sat
    27
    Apr
    2019
    9:00 amRetirement Evolutions Office | 4578 N. First Avenue, Suite 120, Tucson, AZ 85718

    Document shredding isn’t just a way to declutter, it's an important way you can keep your information safe!
    Join us for refreshments on April 27th from 9 -11 AM for our annual Shred Day! Shred It will be onsite to shred any and all documents, bring by the truckload or box.

  • Tue
    18
    Jun
    2019
    Wed
    19
    Jun
    2019
    6:30 pmBarnfire Mesquite Grill | 8310 N Thornydale Rd, Tucson, AZ 85741

    Are you retired, or nearing retirement and looking for the confidence to take the next step?

    Isn't it time to reevaluate your retirement plans so you can have peace of mind during retirement?

    You and your guest are cordially invited to attend an Exclusive Dinner Discussion. This event is exclusively for local area residents that are retired or nearing retirement and are interested in strategies to help secure their retirement. Join us as we discuss the "5 Pillars in Retirement":

    Learn More and Register

View our full events calendar

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Our first priority is helping you meet your financial needs

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family and confidence in your financial future.

Are you ready for retirement?

There's much more to retirement planning than just having a portfolio. Without proper planning in several areas such as income, taxes, health care, and estate planning, your retirement could be at risk.

Educate Yourself

Our clear and concise retirement planning booklets can help you test your retirement knowledge, know what to look for in a trustworthy advisor, make informed decisions on Social Security and get started on the road ahead.

RETIREMENT WORKBOOKS

  1. Your Retirement Roadmap

  2. Your Retirement Planning Checklist

  3. The What, When and How of Social Security Decisions

  4. The Value of an Objective Opinion

What is Meaningful Asset Positioning?

Partnering with Retirement Evolutions means maximizing the potential of your investments and retirement nest egg. We use meaningful asset positioning to maximize your income potential and minimize your tax liability. Meet with a member of our team to determine is Retirement Evolutions is the right fit for you and your loved ones. Our complimentary discovery meetings offer an opportunity to get to know us and for us to have a unique understanding of your personal retirement planning needs. Call or click today. 520-399-6340 www.retevo.com/contact.