Your Free Financial Consultation

Let's meet and look at your needs

America’s Retirement Advisory Group understands that your personal financial situation and needs are unique. Schedule your FREE appointment for a financial consultation.

This meeting will focus on your needs and priorities for investing and retirement planning.

Some popular areas that we commonly examine include:

  1. Social Security assessments and strategies to help maximize benefits.
  2. Roth conversions and whether or not it is a good fit for your IRA.
  3. A review of retirement accounts, sources of income, pensions, insurance contracts other elements that can impact your retirement income.
  4. An examination of your investment goals and presentation of options to help you reach those goals.

 

Click the button below to sign up for your free consultation or call Tina at 619-684-1086.

 

Learn more

August & September Workshops

Upcoming Workshops

 

Social Security:

August 21st, 6:30 pm

Healthcare in Retirement

August 28th, 6:30 pm

Controlling Taxes in Retirement:

September 4th, 6:30 pm

 

 

Location:

Norman P. Murray Community & Senior Center (Room Juniper B)
24932 Veterans Way
Mission Viejo, CA 92692

 

Register by calling Tina at 619-684-1454 or click the button below to sign up online.

 

Sign Up

America's Retirement Advisory Group:
Phone: 619-684-1454

Address: 2525 Camino del Rio South, Suite 260
San Diego, CA 92108
Send a message online