Best Superannuation Consultant Tucson Near Me

4worldlovers: Choosing the right path to take with your retirement and investments can be complex and confusing. Bill and JoAnna Westcott have decades of experience helping people navigate life’s financial transitions.

What’s important, is what you do once you know what you are doing. When you retire, what you know will be as important as what you have saved.

Financial decisions have consequences that can last a lifetime and beyond.

The first step is to decide if you can do it on your own or if you need help. If you are looking for a qualified financial ally, we invite you to come in and meet us.

We take a long-term approach to retirement and investing to help you navigate the path to lifetime financial goals with confidence.

The prudent investor understands how their investments work and what they cost.

4worldlovers: Retirement plan design may vary dramatically based upon workforce demographics, tax objectives, owner’s retirement requirements, and desired flexibility. We recognize the importance of tailoring retirement plans to the specific goals of the people the plan is meant to serve. Our…

Remember…Cycle 3 Restatements for 401(k)/Profit Sharing Plans are Required by July 31, 2022. More info here: Internal Revenue Service (IRS) rules require retirement plans to have a written plan document to formalize how the plan will operate. Once Pinnacle Plan…

By collaborating with Pinnacle Plan Design’s highly-experienced team of actuaries, third-party administrators gain a significant competitive advantage. With Pinnacle as your actuarial back-office, you can enter and compete in the defined benefit plan space, including the rapidly growing cash balance arena.

Annual retirement plan administration and compliance is a large job, and our job is to make sure your retirement plan never becomes a headache. Pinnacle’s team is also aware of the time involved with plan administration. Therefore, we not only…

4worldlovers: As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

4worldlovers: Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group, an Independent Registered Investment Advisor. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic . Osaic does not provide tax or legal advice.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are registered to sell Securities in AK, AR, AZ, CA, CO, CT, DE, FL, IL, KS, MA, ME, MI, MN, MO, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA