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Our Services

At Financial Retirement Strategies LLC, we specialize in providing comprehensive retirement solutions designed to give you the security and peace of mind you need in preparing for your future retirement and peace of mind during your golden years. With over 35 years of experience, Jim “Coach” Epperly offers trusted guidance and personalized strategies in the following areas as part of Personalized, Private, Pension Plans:

 

  • Annuities –

    • Helping you create reliable income streams for retirement, so you never outlive your savings.

  • Life Insurance –

    • Protecting your loved ones and ensuring your legacy is preserved with affordable, tailored life insurance options.

  • IRAs (Individual Retirement Accounts) –

    • Assisting you in maximizing your retirement savings through smart, tax-advantaged strategies.

  • Long-Term Care Insurance –

    • Preparing you for the unexpected by helping you plan for future health care needs without depleting your assets.

 

Every plan is customized to fit your individual needs and goals. Let Jim be your guide as you navigate your retirement journey with confidence.

Contact Jim Epperly

Our Services

We specialize in retirement planning for the middle class in the West Valley area of Arizona. Our focus is on Personalized Private Pension Plans using Lifetime Income, Long-Term Care Insurance, Annuities, Roth IRAs, Life Insurance, Social Security Timing, and Legacy Planning.

Tailored Solutions

We tailor our services to fit your specific financial situation and retirement goals.

At-Home Meetings

Experience the convenience of at-home meetings for a more comfortable planning environment.

Local Restaurant Sessions

Enjoy private sessions at local restaurants while discussing your retirement strategy.

Personalized Guidance

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