PORTFOLIO DESIGN
URA GROUP AZ
FINANCIAL ADVISORS
As dedicated, fiduciary financial advisors, we help clients in Arizona with financial planning and wealth accumulation as well as creating retirement plans for those five to 10 years away from retiring. We help answer stressful questions like, “When will I have enough money to retire? How can I optimize my Social Security benefit? How can I find the right health insurance or Medicare plan? How can I minimize my taxes? How can I plan for my legacy?” For business owners, we also manage 401(k) plans.URA GROUP AZ
FINANCIAL ADVISORS
As dedicated, fiduciary financial advisors, we help clients in Arizona with financial planning and wealth accumulation as well as creating retirement plans for those five to 10 years away from retiring. We help answer stressful questions like, “When will I have enough money to retire? How can I optimize my Social Security benefit? How can I find the right health insurance or Medicare plan? How can I minimize my taxes? How can I plan for my legacy?” For business owners, we also manage 401(k) plans.
MEET THE TEAM
YOUR PERSONAL RETIREMENT BLUEPRINT
The proprietary CORE (Comprehensive, Objective Retirement Engineering) process delivers a customized Retirement Blueprint notebook as a guide for you and your family. Based on our CORE discovery sessions with you—detailed conversations outlining your unique situation, timeline, personal goals and financial objectives—we use many different types of planning software to analyze and run projections on nearly every aspect of your retirement which are assembled into your Retirement Blueprint notebook. It’s an incredible value and useful tool.
OUR APPROACH
If you are curious about URA Group AZ’s overall philosophy, the book Win By Not Losing encompasses our approach. You see, we are always concerned about avoiding market risk no matter what your age, and we have developed unique strategies throughout the years to do so. Our investment managers are true fiduciaries who always have your best interests in mind, whether you are younger and busy accumulating wealth, or getting close to retirement and need to reduce and protect yourself from all kinds of risk, including market risk, sequence of returns risk, inflation risk and more.
SET UP A COMPLIMENTARY APPOINTMENT
We promise to deliver you value when you meet with us face-to-face or virtually online. Even if we mutually determine we are not a good fit, we pledge to deliver you at least one actionable piece of information that will help you.Additionally, we will gift you a copy of the book,Win By Not Losing. It’s definitely a win!
Call 480.448.6270 or fill out this form.
*FREE BOOK INCLUDED
