Broker Check

Tucson, AZ
(520) 780-9059

Mesa, AZ
(480) 355-5245

Get Office Directions

 

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

Your Ideal Retirement Life

Create A Comprehensive Plan That Protects Your Wealth And Offers Peace Of Mind

What do you dream of doing in retirement? Traveling the world? Staying active in your local community? Spending countless hours spoiling your grandkids? Whatever it is, you want to have enough money to live your ideal life in retirement.

But figuring out how much money you need can be complicated. How long will you live? How many sources of retirement income will you have? How much money will you need each month? These are all questions you must answer. 

In this webinar, we dive deep into which financial strategies you should use to get your financial house in order today. We cover tips on how to maximize Social Security, plan for unexpected healthcare costs—and everything in between. 

Take the first step toward a secure financial future. 

Join us for an exclusive webinar on how we help our clients plan for an Ideal Retirement Life.

We will review the most common pitfalls that are found in retirement, and how to create a fully comprehensive plan that protects your wealth and offers peace of mind. This webinar outlines:

  1. Wealth Protection
  2. Income Planning
  3. Tax Planning 
  4. Health and Long Term Care
  5. Legacy and Estate Planning
Meet Your Presenter:

Meet Your Presenter:

Jeff P. Vogan, RFC, CEP, is the owner and president of Premiere Retirement Planning & Wealth Management, a financial services firm serving the southwest with offices in Mesa and Tucson, Arizona. Since incorporating his business in 1994, Jeff has enjoyed enormous success. In short, Jeff’s goals are to help his clientele sleep better at night by striving to eliminate or reduce the worry associated with investment risk, market and economic uncertainty, and the possibility of outliving one’s retirement nest egg.

Premiere Retirement Planning

What We Can Do For You

While developing a financial program that is right for you, we will walk you through a step-by-step process that will help you identify your goals and make you feel confident in your decisions to achieve them.

Learn More

Who We Are

While many who call themselves financial consultants or investment advisors have a drive to succeed and a license to sell a product or service, they often lack the experience and wisdom to apply appropriate solutions and strategies that provide true value to those they serve.

Learn More

Can't make it to the office? Schedule a Video call with Jeff by booking directly below!

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

View all videos arrow