Broker Check
Office: 14985 West Bell Road, Suite 125
Surprise, Arizona 85374

(623) 748-3920

Efficiency Review Of Current Plan

You may have heard that pension laws have undergone a significant transformation over the last decade. The Economic Growth and Tax Relief Reconciliation Act of 2001 and the Pension Protection Act of 2006 have greatly expanded the ability for Americans to increase the efficiency of their plans and maximize deductible tax-deferred retirement savings. I would like to ask you one question: How certain are you that your current retirement plan arrangement is optimal for your business and personal financial circumstances? If you are not utilizing the most efficient retirement plan for your specific situation, you may be experiencing unnecessary losses to taxes, which can delay your ability to reach your retirement goals. I would like to make sure that you are taking advantage of the retirement planning opportunities available to you. The Wealth Store would like to provide you with an analysis that may be helpful toward achieving your personal or business goals. In order to do that, I would like an opportunity to ask you a few diagnostic questions and work with you (your office manager, bookkeeper, or accountant) to gather some census information to prepare a comprehensive proposal. This will allow you to evaluate your current plan and make an educated decision on what to do next.

Please call us at (623) 748-3920 or send us an e-mail at to schedule a consultation.