Strategic Retirement Partners

Strategic Retirement Partners

Strategic Retirement Partners is a 401(k) retirement advisor and consultant, as well as an investment advisor. They provide co-fiduciary services for legal, medical, and dental businesses and offer fee-based services. Their focus is on plan design, provider search, investment selection and monitoring, fiduciary guidance, and participant education. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Edelman Financial Engines - Bellevue

Edelman Financial Engines, one of the leading wealth management firms in the country, is located in Bellevue, Washington. The Advisor Center is situated close to the region's major highways, as well as nearby attractions such as the Bellevue Public Library, Bellevue Art Museum, and Downtown Bellevue Park. Our offices are safe and open for business, and we invite you to schedule a meeting with one of our experienced financial planners who can provide tailored advice on your 401(K), retirement planning, tax strategy and more. We are committed to helping our clients secure their financial future and offer a wide range of services to support them in this endeavor. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Retire Ready Solutions

Retire Ready Solutions has been providing retirement planning software for over three decades to advisors. Our mission is to create tools that help advisors and individuals plan for their retirement with ease and confidence. The Retirement Analysis Kit (TRAK) is our main product, which is designed specifically for advisors. It helps participants of 401(k) plans learn how much to save and when they can retire. TRAK also works in 403(b), 457 and federal retirement plans. It allows advisors to emphasize education rather than sales, giving participants the opportunity to better manage their own money. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Benefit Brokers Company

Benefit Brokers Company is an employee benefit consultancy that provides a wide range of services for free, such as writing group and individual health plans, dental insurance, vision, and 401 K retirement plans. We can also offer professional claims resolution service to our clients and help them with 125 plan and Cobra administration. Our team of experts can help you compare different options to find the best one that suits your needs, with no cost or obligation. Our experienced consultants have a wealth of knowledge and expertise in employee benefits, so you can be sure that we will provide you with the best advice and the most competitive rates. We use the latest technology to ensure accuracy and efficiency in all of our services, giving you peace of mind that your company's needs are taken care of.

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas.  We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers,  Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Freedom Financial and Life

We offer financial retirement services. We protect families, ensuring they retire with dignity, never run out of money, and reach their financial destinations. We help you protect & grow your hard-earned money with no risk. Your money will be in a safe place, protected from market declines and will have the opportunity to grow over time. We can help you convert your Retirement Account (IRA, 401(k), 403, 457, TSP, Roth IRA, etc.), into a Guaranteed Lifetime Income Stream that you cannot outlive. We also work with fixed index annuities and cash value accumulation life insurance. The stock market is at an all time high in history, but it's a risky place to keep your savings. There's no better time than now to be a 'Profit Taker', and start moving some of your money to a safe place where is protected and you can earn interest, never lose one penny*, and save for your retirement. Imagine how you will feel during the next market crash, knowing that your money is safe, in your control, and is continuing to thrive. With all of the uncertainty in the world right now, don't you want your money to be protected so you can sleep soundly at night? That is exactly what we can show you how to do. Call / write now to request your free, no-obligation complimentary consultation.  Our clients pay zero (0%) management fees.  Take advantage of this offer today! *Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Scottsdale, Tempe, Gilbert, Mesa, Chandler, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial Planning, Roth Conversions, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Edelman Financial Engines

All our offices are safe and open for business. Please call to schedule a meeting with one of our experienced financial planners. We are one of the top wealth management firms in the nation and can give you personalized advice on your 401(k), retirement planning, tax strategy and much more.

Edelman Financial Engines

All our offices are safe and open for business. Please call to schedule a meeting with one of our experienced financial planners. The Edelman Financial Engines Advisor Center is located in Scottsdale near the corner of the 101 Freeway off of Shea Boulevard, in the Pima Crossing complex. We are one of the top wealth management firms in the nation and can give you personalized advice on your 401(k), retirement planning, tax strategy and much more.

Avier Wealth Advisors

Avier Wealth Advisors provides financial planning and investment advisory services to individual investors, families and business owners for a fee. We strive to develop strong relationships with our clients based on trust, shared values and effective investment strategies. We are dedicated to helping our clients live a more prosperous life through transparency and clarity of our work. Our services include maximizing corporate benefits, Dimensional Fund Advisors (DFA), women and investing, distribution strategies, concentrated stock positions, fee-only financial planning, investment management, 401(K) and IRA, tax planning, college education planning, stock options, insurance review, and estate planning. The information provided on this page is only for illustration purposes. Everyone's situation is different, so please consult your advisor to decide if the scenarios discussed are appropriate for you. Investment Advisory services are offered by Avier Wealth Advisors. Testimonials on this page have not been compensated for and, to the best of our knowledge, are conflict free.

Zigler & Associates

Zigler & Associates offers a range of wealth tracking services, tailored money management, tax reduction strategies, investment and education planning, estate planning, cash flow planning, special needs planning, risk management and insurance planning, business and 401(k) retirement plan consulting, employee benefit planning, stock option analysis and planning, philanthropy and charitable giving.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)

Independent Wealth Management

Retirement Planning Asset Protection Tax Minimization Planning Long Term Care Planning Estate Planning IRA Asset Planning Trusts Life Insurance Probate Elimination of Probate Charitable Giving Strategies Income Planning & IRA & 401(K) Rollover

Edelman Financial Engines

All our offices are safe and open for business. Please call to schedule a meeting with one of our experienced financial planners. We are one of the top wealth management firms in the nation and can give you personalized advice on your 401(k), retirement planning, tax strategy and much more.