Retirement Planning

Estate planning is an important part of ensuring your financial future. Help protect your estate and ensure that your assets are distributed according to your wishes.

retirement plan

What is Retirement Planning?

Each client is unique in their own circumstances and life cycle. Initially we have three meetings with clients that revolve around building a relationship and understanding them on a qualitative and quantitative basis. This process identifies a client’s short-term and long-term objectives and results in a complimentary financial life plan. It is revised and adjusted as life events and goals change.

We use the first meeting to get to know the client and understand what is important to them and their family. We then gather quantitative information which is used to make projections and recommendations. Understanding this information helps us plan for life events such as saving for future education needs, estate planning, life insurance, and finally retirement planning. After all, retirement planning is about much more than taking advantage of a 401(k)-match plan at work. We work to identify objectives, set goals and implement a process to help our client’s reach them. In the final meeting we explain how we manage the client’s financial resources to achieve their goals.

Get In touch

(520) 881-2523

available from 8:00 – 5:00

Address 4757 East Camp Lowell Drive Tucson, AZ 85712

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State Disclosure: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lof Laurence Lof Financial Advisors, LLC are not affiliated. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Massachusetts (MA), Minnesota (MN), Montana (MT), North Carolina (NC), North Dakota (ND), New Mexico (NM), Oregon (OR), Ohio (OH), Pennsylvania (PA), Texas (TX), Virginia (VA), Wisconsin (Wl), Wyoming (WY). We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Montana (MT), North Dakota (ND), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Virginia (VA), Wisconsin (Wl).
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