Retirement Investment Planning
We provide retirement investment planning services in Arizona, and we’ll help you choose an investment strategy that meets your retirement goals — even if retirement is only a few years away. We can help you grow your wealth while protecting your assets and minimizing your tax liability. In addition to retirement investment planning, we can work with an attorney who can make sure your estate is secure through a variety of protective vehicles including wills, trusts and estate planning. As your financial guide, we’ll help make sure you have the information necessary to prioritize and reach your retirement goals.
We provide convenient investment planning services in our offices or in the comfort of your own home. We also offer informative financial seminars at no cost. Call an office in your area to set up an appointment or to register for a seminar.
By contacting us, you may be offered insurance and/or investment products for sale.
The Importance of Retirement Planning
Whether you’re within a few years of retirement or have longer to go, retirement planning is one of the most important things you can do for yourself and your family. Planning for your retirement doesn’t stop the moment you retire. You will still make active decisions throughout your retirement that can have consequences.
Because a successful retirement depends on more than just the performance of your 401(k) or IRA, it’s wise to work with a retirement planning professional. Focusing on your retirement accounts without looking at your entire financial picture is one of the most common retirement planning mistakes made. You’ll need to understand how your complete financial situation will affect your retirement goals.
The retirement planning advisors at Retirement Evolutions Wealth Management will help provide you with complete retirement planning services — from portfolio management to understanding wills and trusts. We can offer you a wide range of options and deliver honest recommendations.
Retirement Planning Professionals
Planning your financial future is safer when you use a personal retirement planning professional. We will assess your entire estate to help you determine your financial risks and provide the protection you need to assure a fulfilling retirement.
We’ll develop a retirement plan that helps address your financial portfolio, estate planning, insurance needs, and investments and helps protect inheritance to help ensure a lifestyle you can enjoy. We’ll help you prevent loss and provide the financial information to help you attain a successful retirement.
If you are already retired, your retirement planning professional can still help you build a plan. How you manage your portfolio will depend on whether you are in the early years of retirement or the later years, and our retirement planning advisors may suggest different strategies for each.
To find out more about our retirement planning services, call our office to schedule a complimentary session with one of our retirement planning advisors.
By contacting us, you may be offered insurance and/or investment products for sale.
LISTEN TO JOHN AND KARYN ON THE RADIO
Stability Grows for Emerging Markets
Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging markets (EM) have shed the high-risk perception that accompanied foreign investment.
Sound government situations, conservative monetary policy and lower levels of debt were once staples of developed markets, while EMs posed higher risks with regard to politics and central bank policies. EM countries have evolved, along with their institutions and policies, while populist politicians have gained prominence in the West by touting the benefits of isolationism and protectionism.1
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Four Areas of Retirement Where Professional Advice Can Be a Difference Maker
If you look on the internet, you can find step-by-step instructions to do almost anything. But what about retirement planning? You can get a lot of information but putting the final plan together is something best done with professional help and guidance. Today Jon and Karyn provide four areas where a financial pro can be most valuable in getting things in shape for your post-working years.
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Visualizing 200 Years of Stock Market History
https://www.visualcapitalist.com/200-years-u-s-stock-market-sectors/)
Each quarter we give our clients the chance to huddle together and receive some analysis regarding what transpired in the U.S. markets in the proceeding quarter. One of the staples we like to share is how the major asset classes performed and compare it trailing performance during recent years (like this chart below). It is always interesting to see how much fluctuation there can be in short period of time. For example, notice 2017’s leading sector of “Emerging Markets” fell completely to the bottom in performance in 2018 while “Cash” demonstrated the inverse.
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Four Pathways to Retire with Confidence
You may be getting near the finish line and set to retire. But are the investment decisions you have made the right ones for you? Jon and Karyn look at four strategies which explore retirement expenses and ways to address them, to protect against unnecessary risks and allow the right growth pathways for that valuable nest egg.
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Why Global Intellectual Property Laws Matter
What’s the secret to Col. Sanders’ recipe for fried chicken? Is the reason Coca-Cola tastes different from Pepsi based on a formula locked up in a vault at corporate headquarters? For many companies, their trade secrets – also known as intellectual property (IP) – are a key differentiator and the primary reason for their success. For some, it’s a recipe or a chemical formula. For others, it’s customer data or proprietary technology.
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