Making healthcare and retirement planning 123 easy is what we do!
Providing financial certainty is our mission.
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Making Healthcare and Retirement Planning 123 Easy Since 2001

The company was originally founded in 2001 as American Senior Advisors. We updated our name in 2010 to American Retirement Advisors, to better reflect our client-focused services. The next step in our evolution was the expansion to the internet with our family of 123 Easy websites, sharing our holistic approach and research to everyone. Our viewpoint considers every aspect of your retirement journey; from your most important concerns, your family and friends, to your health. Our planning process incorporates your dreams and wishes into a comprehensive retirement plan designed to exceed your expectations.

The 123Easy Process

American Retirement Advisors specializes in comprehensive retirement planning. We focus on the four major cornerstones of retirement which include; healthcare planning, long-term care planning, legacy and life planning, and retirement income planning. Our team uses a holistic fiduciary approach to build your retirement plan around your life’s journey. We utilize every available financial vehicle to optimize your plan’s potential. Liquidity, certainty guarantees, tactical management, and systematic reviews adjust and safeguard your plan from life’s unexpected challenges.

Health Insurance Planning

Review individual and group plans. Research and recommend Medicare Supplements, Prescription Drug Plans, and Medicare Advantage Plans.

Legacy and Life Planning

Review, recommend, and create estate plans including multi-generation planning, life Insurance, document preparation (wills and trusts and notary services.

Long-Term Care Planning

Long-Term Care plans including facility, home, and community settings. Traditional and asset-based insurance as well as VA and Medicaid benefits.

Retirement Planning

Comprehensive research combined with a holistic fiduciary approach for income planning spanning your lifetime and responsibly caring for the next generation.

Informational Workshops

We focus on educating the general public on a range of topics so they can make the most appropriate decisions based on their needs. Our workshops are designed to give you tools, and information without the sales pitches, just the facts.

Medicare Planning

Learn the basics of Medicare and all of your options. See the tools you can use from your very own home to compare plans side by side.

Retirement Planning

Learn how to build your retirement plan based on guarantees, and how to  secure your retirement income, no matter the market conditions.

Social Security Planning

Learn about all of your options when it comes to Social Security benefits. Find a strategy that is most appropriate for your needs.

About the Team

Our team is assembled as a diverse group of individuals who bring their strengths together to serve our clients’ needs. We have experts in accounting, document preparation, data management, data processing, engineering, nursing, marketing, strategic planning, financial planning, and client care. These folks touch every aspect of our clients’ journey. Our client care team are experts in understanding the worries and concerns of our clients. They offer the kind word and friendly voice when folks call in or visit any one of our offices. Our advisors are the top of the industry. Awarded as the best of the best by trade and compliance organizations alike. The planning team is comprised of product experts and Certified Financial Advisors assuring our clients the highest level of education and certification in preparation of our retirement plans.

Complementary Guideposts

Through the years we have fielded thousands of client questions. After a while, we decided that it would be a good idea to publish a few guideposts to help our clients navigate some of the tricky retirement choices they have faced.

We are here to help! 

Scottsdale Office

8501 E. Princess Drive Suite #210

Scottsdale, AZ 85255

602-281-3898

Mesa Office

4140 E. Baseline Road   Suite #101

Mesa, AZ 85206

602-281-3898

Summerlin Office

10161 Park Run Drive    Suite #150

Las Vegas, NV 89145

702-852-1417

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Arizona

(602)  281 - 3898

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Nevada

(702)  852 - 1417

 

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