Your path to retirement is unlike any other, and so too will be your journey beyond "work life". That's where we come in. For more than twenty years we've been helping families build strategies designed to finance the lifestyles in retirement they dreamt of and deserved. As Certified Financial Fiduciaries, our oath to protect your best interests above all else isn't just a commitment, it's our culture.
We hold the highest moral, ethical, and fiduciary standards of service when providing advice to potential and existing clients. We work tirelessly to offer strategies and solutions that combine all facets of retirement life: wealth protection, sustainable income, investment growth, healthcare, tax minimization, and estate planning.
We hold the highest moral, ethical, and fiduciary standards of service when providing advice to potential and existing clients. We work tirelessly to offer strategies and solutions that combine all facets of retirement life: wealth protection, sustainable income, investment growth, healthcare, tax minimization, and estate planning.
Services
Jeff P. Vogan is the president and founder of Premiere Retirement Planning & Wealth Management, with offices in Tucson and Mesa, Arizona. Jeff is a Registered Investment Advisor and regulated fiduciary. He holds the designations of Certified Estate Planner, Registered Financial Consultant, and Certified Financial Fiduciary.
A truly comprehensive financial plan is a difficult journey. At Premiere Retirement Planning and Wealth Management, we strive to offer superior service to our communities and families alike. Based in Tucson, Arizona, our aim is to build, protect, and preserve your financial and retirement freedom. Planning for retirement is a difficult puzzle to solve-from taxes and healthcare to retirement income and estate planning.
Today, you face new challenges that no other generation has faced before when retiring. With everything that has happened on Wall Street since the turn of the century, many people and their portfolios have been left vulnerable in this fast-paced financial environment.
Navigating this on your own can be confusing, so we take the time to explain everything to you: The risks you face, the options available to you, ultimately helping you make the best educated decision for your specific situation.
Navigating this on your own can be confusing, so we take the time to explain everything to you: The risks you face, the options available to you, ultimately helping you make the best educated decision for your specific situation.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Planning with taxes in mind is crucial in today's ever-changing investment world and changing tax laws. Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets.
At Premiere Retirement Planning and Wealth Management, we help our clients identify ways to lower their overall tax burden by offering tax planning services and have local CPAs that can provide tax return preparation services and help implement advanced tax planning strategies.
At Premiere Retirement Planning and Wealth Management, we help our clients identify ways to lower their overall tax burden by offering tax planning services and have local CPAs that can provide tax return preparation services and help implement advanced tax planning strategies.
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