David P. Schaeffer, Retirement Planner
Our mission is to make planning for your retirement income 123 Easy.. “Everyone deserves a solution custom designed to their specific needs.”Howard A. Farkash Phoenix
Howard is a seasoned Retirement Planner with over 17 years of experience. When he is not helping clients with their income planning needs, he is helping them plan for their grandchildren’s education.
Richard Gilmore Prescott to Yuma
Rick travels the state caring for Medicare beneficiaries wherever they may live. From Yuma to Las Vegas and Bullhead City to Payson. Rick has been in the retirement planning business for more years that we care to count. One thing is for sure, You get More with Gilmore!
Dianna Harbaugh Gilbert & Mesa
Dianna is one of the most caring advisors you may ever meet. She plans for every contingency in our clients’ life, including long-term care, legacy, and lifelong income.
John Conner Tucson & So. Arizona
No one understands what it takes to run a successful planning firm more than the guy that has worn every hat. John now runs the southern Arizona Medicare planning practice.
Sharon Colbert-Groves Scottsdale
Sharon plays a dual role. As a planner she helps clients select their Medicare plans. As our client care manager she reaches out to just about every one of our clients, just to say “Hi.” Look forward to her cheerful call!
The road warriors
Our Scottsdale Main Office
David S. Edge Scottsdale
David Edge is one of our top advisors. He brings over 30 years of executive level experience in the financial services industry. When he is not helping clients plan for retirement, he is writing for our blogs, books, and radio show.
We begin with our approach to retirement planning. We meet with people new to our practice 3 to 5 times before they open an account with our firm. We move carefully and methodically.
Our first meeting is a discovery session. We want to understand you, your family, your dreams and desires before we discuss money. We may spend 40 minutes getting to know you, 10 minutes on your money and then we introduce our planning team. Our second meeting is where we present the first draft of our recommendation. The recommendation is a collection of what you want to accomplish in retirement (lifestyle) and what you have to get the job done (assets). Our next meeting is a clarification meeting. Many times our clients have never had a retirement income plan, nor have they ever had the feeling of certainty about their retirement before meeting with us. Implementation is next. If you feel we have earned your business, the next step is to allow us to open your accounts and get your plan in motion. Review and refine. We meet with our clients at least once a year to update their plan and understand how retirement life is going. Our process helps transition from traditional guesswork about investments to certainty and guarantees. We build plans that withstand market corrections and perform in up, down and sideways markets.
123EasyRetirementIncomePlanning.com is privately owned and operated by American Retirement Advisors.
We are not a government resource nor do we provide legal or tax advice. We make understanding Retirement Income Planning 123 Easy.
