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500 N. Rainbow Blvd, Suite 300

Las Vegas, NV 89107

(702) 339-7705

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"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

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Building Your Legacy

A four-step framework for building a personal legacy.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Safeguard Your Digital Estate

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

Suddenly Single: 3 Steps to Take Now

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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