Retirement Planning

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.

Retirement & Financial Planning

Wealth Management Retirement Analysis Lifetime/Retirement Income Distribution Planning to Minimize Taxes Portfolio Analyzer

With more than 40,000 satisfied clients, we take pride in the peace of mind we bring, knowing that futures are protected. We believe everyone deserves a plan—regardless of net worth—and we are committed to making the process accessible and stress-free.

Some products or services are provided by trusted companies/service providers. These companies/providers are separate and unaffiliated entities from RJP-AZ, LLC.

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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.

let us help you with your retirement plan

(480) 346-3578

Our Advisors

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Comprehensive & Affordable Estate Planning Solutions for you and your family.

Scottsdale Office

4110 N. Scottsdale Road #170
Scottsdale, AZ 85251
480.947.7447

Tucson Office

5151 E. Broadway Blvd, #750
Tucson, AZ 85711
520.622.3700

The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns.

RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with an estate planning attorney or law firm.

RJP-AZ, LLC (RJP Estate Planning) is licensed to offer insurance products and receive commissions for those products. Its representatives who discuss these products with you hold individual licenses.

Securities are offered through CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services are offered through CoreCap Advisors, LLC, a registered investment advisor. RJP Estate Planning and RJP-AZ, LLC are separate and unaffiliated entities and are not affiliated with CoreCap Investments or CoreCap Advisors. Representatives that offer these services hold the required licenses.

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