Broker Check
Comcepts Retirement Planning Company Logo

500 N. Rainbow Blvd, Suite 300

Las Vegas, NV 89107

(702) 339-7705

Get Office Directions  

 

How to Bake a Pie-R-A Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job

"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.

Financial planning for the rest of us. Straightforward, understandable, measurable. We are a fiduciary whose specialty is transitioning wage earners into retirement by using their 401k's and IRA's to guarantee a monthly lifetime income stream. Completely independent, we offer securities, indexed annuities, and the entire universe of investment options. 

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

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

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

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

View all articles arrow

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.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

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

View all calculators arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Perception vs. Reality

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos arrow