Our YouTube Channels
Pick a channel and start watching. Every video is free, plain-English, and built from real client conversations.
American Retirement Advisors
Retirement income, Medicare, and inheritance planning explained in plain English — plus every episode of The American Retirement Advisor podcast.
Fiscal Footnotes
David Schaeffer digs up the surprising origin stories behind the money rules you live with today — one short discovery at a time.
Retirement Roundup
Marc & Jacquie on retirement, downsizing, and the financial conversations couples avoid — real stories, real situations, real decisions.
Beyond One Generation
You spent decades building something valuable. Don't let taxes, poor planning, or family conflict destroy it in the transition.
25+ years helping Arizona and Nevada families plan for retirement
14,900+ households trust us with their retirement
No cost to you. No sales pitch. Just a real conversation about your goals.
Everything under one roof. Income planning, Medicare, investments, and inheritance. All coordinated by one team.
Request Your Discovery Session
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Prefer to talk now? Call (877) 220-1089
By the Numbers