Build on Rock

EFFECTIVE FINANCIAL STRATEGIES WITH TRUTH AND TRANSPARENCY.

We offer top-tier industry partners, comprehensive A-rated providers, and innovative strategies that solve modern challenges. Our commitment to educating our clients sets us apart.

Our Solutions

Benefit programs that help employers, employees & individuals WIN!

TAX-FREE RETIREMENT STRATEGIES

What gets us to retirement wont necessarily get us through retirement. We are currently at historically low tax rates and an astronomical national debt. Do you believe that tax rates will be higher or lower in the coming future? Have you considered how a rising tax rate environment may effect your tax-deferred assets and income in retirement? Our team specializes in optimizing your retirement distribution plan to be as tax efficient as possible.

PRINCIPAL PROTECTION PROGRAMS

It’s been recorded that the greatest fear among retirees is outliving their money. Among all the contributing risk factors to running our retirement savings dry, market volatility can pose a large threat. If the negative returns happen early in retirement, the damage can be even more substantial. There are however, effective strategies to achieve both safe and productive growth. Have you planned to buffer your hard earned savings against volatility?

LEGACY & LONG TERM CARE PLANNING

Around 70% of Americans over the age of 65 will end up needing long term care. This can be one of the most critical things we can prepare for in retirement. There are many types of long term care tools available, yet not all are created equally. In addition to this, planning for an efficient transfer of wealth to heirs also requires precision planning. One of our professionals can assist you in deciding which strategy is right for your family.

OPPORTUNITIES FOR TAX PROFESSIONALS

We specialize in tax efficiency for retirement planning and collaborate with CPAs along with other tax professionals to provide a comprehensive approach to solving our clients’ lifelong tax savings puzzle. Working together, we can offer a clear vision for out clients benefit both now and in the future. Have your tax clients asked your opinion on where and how to plan financially? Find out how we can help you to better serve them and their families.

THE CHANGING WORLD OF RETIREMENT PLANNING 

Free Campus Class & Course Workbooks Ages 50 to 70

LEARN HOW TO

  • Evaluate the impact of the latest tax law changes on your retirement 
  • Know if you have enough money to retire
  • Develop strategies to maximize your Social Security income 
  • Avoid the three pitfalls of retirement distribution
  • Understand if your portfolio is truly diversified” Evaluate if a Roth Conversion is right for you 
  • Plan for incapacity due to illness or injury 

 

Course Overview

  • RETIRING IN THE 21ST CENTURY
  • TAX RATE RISK
  • RETIREMENT DISTRIBUTION PLANNING
  • ESTATE PLANNING
  • MAXIMIZING SOCIAL SECURITY
  • RETIREMENT DISTRIBUTION PITFALLS
  • MITIGATING MARKET LOSS
  • LONG-TERM CARE PLANNING

 

WHO SHOULD ATTEND THIS COURSE 

You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals

WHY THIS CLASS MATTERS 

Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century. You’ll learn about the effects of Social Security taxation as well as the common distribution pitfalls in retirement

Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world

BALANCED FINANCIAL INFORMATION 

There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from`a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century

Join Us At Mesa Community College 

Please contact us for dates of upcoming classes.

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