Retirement Planning Services in Phoenix, AZ

Sun Cities Financial Group Retirement Planning Services

Sun Cities Financial Group offers a full suite of comprehensive retirement planning services. Our team of retirement investment services professionals is educated, experienced, and passionate. They work hard to provide every client with a customized strategy for financial retirement success. Our retirement planning services include the following:

• IRA Rollovers – Preserve the valuable tax-deferred status of your retirement funds and avoid early withdrawal penalties by rolling your retirement assets from an employer-sponsored plan into an IRA.
• 401(k) Rollovers – Make sure all your assets are in order before a 401(k) rollover from one eligible retirement plan to another.
• Pension and Profit Sharing – Understand your retirement benefits and plan for your pension and organizational profit sharing.
• TSA 403(b) – Employees of qualified non-profit organizations, educational institutions, and churches are eligible to set up a tax-sheltered annuity plan, which allows them to save almost 100% of their income towards retirement.
• Deferred Compensation 457(b) – This plan is dedicated to deferred employee compensation payment situations.

Our Retirement Planning Process

The team of financial experts at Sun Cities Financial Group is here to ensure that you can look forward to retirement with proper financial planning. We are dedicated to customized planning tailored to your individual needs and goals.

Our retirement planning process begins with learning about you. Assessing your current financial situation and where you want to be in the future will lead the way toward the right strategy for retirement planning. We’ll discuss your goals for retirement, where you are in your career right now, and how we can help you plan for the future you want for yourself and your loved ones.

From there, we will create a personalized retirement planning strategy that can include 401(k)s, social security, investments, estate planning, and more. This strategy will guide planning and decisions, leveraging retirement planning tactics that make the most sense for your life.

Our team will build on this strategy to ensure you are saving and planning for retirement as effectively as possible, with adjustments as needed. This strategy will develop with you as your life and career change to ensure you can still reach your retirement goals.