We help create sound retirement income strategies for confidence that your retirement income will last as long as you do!
CUSTOM FIT SOLUTIONS
UNIQUE FINANCIAL APPROACH
At Wealth Management Resources, our sole focus is YOU.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
The team at Wealth Management Resources is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Wealth Management Resources, LLC, is a member of the Better Business Bureau with an A+ rating, as well as a member of the National Association of Insurance and Financial Advisors (NAIFA) and Ethical Arizona.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 602-334-4428 today!
Financial Advisor, RICP®
As an Investment Adviser Representative (IAR) and Retirement Income Certified Professional (RICP®), Geoffrey’s goal is to develop lasting relationships with all his clients while making things simple and less complicated, the way your retirement should be lived.
Geoffrey began his professional career in the financial services industry in 1987 as an investment broker with one of Wall Street’s largest firms. He saw firsthand what an impact poor planning and having a retirement portfolio that does not align with one’s risk tolerance can have on retirement plans and goals. This experience cemented his desire to help clients protect their assets and to help ensure they don’t run out of money during their retirement years.