Expert Retirement Analysis
Numbers never lie…
Yet they rarely speak for themselves.
We get it, planning for retirement can be overwhelming, and it’s tough to know if you’re truly on track. We use the best tools in the industry alongside an unbiased approach to provide you with a crystal-clear picture of your retirement, so you can get where you want to go.
Let Us Navigate the Key Steps of Retirement Planning with You.
Retirement planning is more than saving—it’s about protecting your income, building financial stability, and ensuring your loved ones are cared for.
We’re here to guide you every step of the way.
How It Works
Three easy steps for a more secure, fulfilling future.
Step 1
Let’s Connect
Schedule a consultation or fill out our quick questionnaire. We’ll set aside time to learn about your needs and aspirations, ensuring we’re aligned on your retirement goals.
Step 2
Clarify Your Goals
Once we’ve scheduled your consultation, we’ll thoroughly review your assets and evaluate your timeline for retirement. We’ll also discuss any potential opportunities for growth or cost savings, making sure we identify what success looks like for you.
Step 3
Craft Your Plan
We’ll compile your information into a thorough, customized plan that addresses your unique retirement objectives. From detailed investment strategies to income projections, you’ll have a clear roadmap—and the freedom to move forward at your own pace.
Plan Your Retirement for a Secure and Fulfilling Future
Our retirement analysis provides a clear, actionable roadmap tailored to your unique goals and financial situation. Whether you’re nearing retirement or just getting started, we simplify the process and help you secure the future you deserve.
Step 1
Fill out the form above or give us a call to schedule your free consultation. It’s quick, easy, and the first step toward understanding your retirement future.
Step 2
Sit down with one of our retirement specialists. During this meeting, we’ll gather key details about your financial goals and current situation, then use our tools to analyze your unique retirement scenario.
Step 3
We’ll provide you with a detailed, unbiased retirement plan that’s yours to keep. From there, you can decide whether to continue working with us or explore other options—no strings attached.
Premier retirement planning, that puts your family first.
Make informed decisions with Confidence
RJP Estate & Financial Planning has a team of experienced retirement planning professionals who design personalized strategies to meet each client’s unique needs and ensure the secure, fulfilling retirement they deserve.
Is your strategy secure for a lasting retirement income?
Explore strong and stable options like annuities or bonds, providing a consistent income throughout your extended retirement, which can span up to 30 years.
Why Choose RJP Estate Planning?
Over 45,000 Satisfied Clients
Trusted by families to protect their legacy with dedicated service.
30+ Years Serving Arizona
Decades of local expertise in tailored estate planning.
Zero Probate for Funded Trusts
No probate required for fully funded trusts through RJP.
Generational Wealth Protection
Safeguarding your family’s future for generations.
Maximizing Benefits
Learn how to make the most of your Social Security benefits by choosing the right claiming strategy for your retirement goals. We’ll guide you through the options to ensure you get the maximum return.
Planning for Long-Term Care
Protect your retirement savings by preparing for potential long-term care expenses. We’ll help you explore insurance options and other strategies to ensure you’re covered.
Strategic Coverage
Discover how life insurance can play a key role in your retirement strategy, we’ll show you how to align coverage with your financial goals.
Optimize Your Retirement Withdrawals
Minimize the tax impact on your retirement savings by leveraging strategic withdrawal plans.
Our tailored approach ensures that your hard-earned money works smarter and lasts longer.
