Principal and Owner at ARS Investment Advisors, Inc. - Bountiful, Utah, United States
At Advanced Retirement Strategies, we believe that every person faces a unique set of challenges as they move toward and through retirement. Our intuitive process is aimed at helping reduce and eliminate the five most common issues that retirees face as they strive for long-term financial independence. These include:- Sequence of return risk- Longevity- Inflation and taxes- Health care expenses- Destructive investor behaviorThrough a systematic approach, we will help you identify current gaps and take advantage of future opportunities - all in pursuit of wealth independence in retirement. Through a series of three meetings, we will:- Get to know you - your personal goals, ambitions and dreams for the future.- Gain insight into your financial picture by gathering data and relating it back to who you are and what you hope to accomplish in a custom-tailored financial strategy.- Design and implement your plan in a way that acknowledges your risk, reduces your tax implications, mitigates your health care expenses, and encourages positive investor behavior.As an independent fiduciary firm, your best interest is our only interest. When you partner with us on your retirement planning and investment management journey, you can expect transparency, professionalism and objectivity that is unburdened by sales quotas or third-party requirements.ARS Investment Advisors, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.