The CARES Act and
Your Tax-Free Retirement

Schedule a Meeting

The Cares Act was signed into lax on the 27th of March has a provision allowing people affected by COVID-19 to withdraw $100,000 from tax-deferred and traditional IRAs with no penalty.

We have crunched the numbers and have found a silver-lining.

We have designed a plan to reposition the money in a tax-free vehicle.

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Contact Us

Phone: 602.789.3099

Address: 7014 E. Camelback Road
Suite B100A
Scottsdale, AZ 85251

Get Started in 3 Easy Steps:

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1. Discover

Schedule a meeting, using the form above, to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

Using the Healthier Money plan, we’ll examine your current financial situation and determine your retirement needs.

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3. Plan

Receive a custom strategy to help you reach your unique retirement goals.

1. DISCOVER

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. EVALUATE

Using the Healthier Money plan, we’ll examine your current financial situation, and determine your retirement needs.

3. PLAN

Receive a custom strategy to help you reach your unique retirement goals.