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500 N. Rainbow Blvd, Suite 300

Las Vegas, NV 89107

(702) 339-7705

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What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional Leaving Your Lasting Legacy

"Because Trust Is Everything"

Concepts Retirement is a FIDUCIARY.  If you’re not already working with a fiduciary, you should consider it.  As such, we must act in the absolute best interest of each client.  This is a significant difference between our firm and many others.  As an Investment Advisor Representative, I am a fiduciary to my client’s investment with us.

We provide independent, unbiased, fee based asset management as well as insurance and retirement account services.  We have access to an extensive universe of investment options and vehicles.  We exercise complete objectivity in creating the most sound, disciplined and tax efficient portfolios’, each unique to your situation.  If you want to explore owning physical gold in your IRA, we can construct that for you as well.

Conservation, growth, income, protection.  These are the principles on which our philosophy rests, our reputation is built and our clients depend.  We understand that successful relationships are built on trust and earned by providing exceptional service over a long period of time.  We are committed to good citizenship both to the market we serve, the profession we’ve chosen, and the community in which we live.

Helpful Content

Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Weighing the Benefits of Prepaid Debit Cards

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

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

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.

5 Smart Investing Principles

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

Your Cash Flow Statement

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

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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