Plan Your Retirement for a Secure and Fulfilling Future
RJP Estate 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.
Let Us Navigate the Key Steps of Retirement Planning with You.
Retirement planning is about more than saving—it’s about making informed decisions to protect your income, secure your future, and provide for your loved ones. From understanding Social Security options to preparing for the unexpected, we’re here to help you navigate every step with confidence.
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.
Guiding You Through the Process
Gather & Analyze
During the initial consultation, we take time to understand your priorities, concerns, and goals. This serves as the foundation for creating your plan.
Plan & Strategize
We explore all options and craft a sound strategy tailored to your objectives, ensuring every decision aligns with your goals.
Implement & Manage
We assist with executing strategies, setting up accounts, adjusting investments, and managing financial products with full transparency.
Ongoing Monitoring
We provide regular updates, review your progress, and make recommendations to ensure your financial plan stays effective over time.
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.
Our Advisors
Chris Cohan
Retirement Management Advisor® (RMA®)
For more than 15 years, Chris Cohan has been a trusted Senior Estate Advisor at RJP Estate Planning, guiding clients in creating effective estate plans using both straightforward and advanced strategies. As a Retirement Management Advisor® (RMA®), Chris specializes in crafting personalized retirement income plans to address his clients’ unique needs and risks.
Learn More About Chris’s Expertise
Over the years, Chris has helped thousands of clients protect their assets from probate by establishing properly funded living trusts. Holding a Life Insurance license since 2008, he leverages financial tools to help retirees safeguard their savings from market volatility, inflation, long-term care expenses, and other retirement risks.
In addition to his RMA® certification, Chris is currently working toward the Chartered Financial Consultant (ChFC®) designation, which focuses on advanced financial planning techniques, including tax strategies, insurance solutions, and estate planning. His commitment to continuous learning ensures clients receive expert advice tailored to their evolving needs.
Ron Tallou
Financial Advisor | Fiduciary
With over a decade of experience in the financial industry, Ron Tallou is a licensed insurance agent and holds Series 6, 63, and 65 registrations. Recognized by Forbes and U.S. News, Ron specializes in retirement planning, wealth management, and estate preservation, helping clients achieve financial security and peace of mind.
Learn More About Ron’s Expertise
Growing up in Michigan, Ron saw the impact of thoughtful financial decision-making, which shaped his lifelong commitment to helping others. He takes a personalized approach to every client, creating tailored strategies for retirement income, estate planning, and wealth preservation.
As a proud member of the Independence Excellence Group, Ron combines his industry leadership with a dedication to providing clarity and confidence to clients at every stage of retirement planning.
Whether you are preparing for retirement or safeguarding your legacy, Ron’s expert guidance ensures you stay on track to meet your financial goals.
Stephen Levin
Director of Risk Management | Fiduciary
With over a decade of experience as a financial advisor, Steven Levin served as the founder of Texas Private Wealth and hosted financial talk radio shows in Dallas, TX. Now serving as RJP’s Director of Risk Management, Steven specializes in estate protection, probate avoidance, and personalized client care, ensuring families safeguard their legacies with confidence.
Learn More About Steven’s Experience
Steven attended the University of Oklahoma, where he majored in business finance. After graduating, he worked as a financial advisor in Dallas, TX, for 13 years, running his successful firm, Texas Private Wealth. During this time, he hosted several financial talk radio shows and served as a proud board member of the Make-A-Wish Foundation.
In 2020, Steven and his family relocated to Tucson, AZ, where he joined RJP Estate Planning as the Director of Risk Management. In this role, Steven leverages his extensive industry knowledge to help clients protect their estates from risk, focusing on probate avoidance and tailored risk management strategies.
Steven is deeply involved in his community, organizing charity events to give back and support local causes. He is married to Michelle, his wife of ten years, and together they have two young sons, Gavin (5) and Jack (3).
