URA Group AZ’s proprietary C.O.R.E. Retirement Blueprint process makes it easy and comfortable for you to plan for all of the possibilities that may occur along the way. An interactive process designed for you to follow each and every step while developing a complete plan for your retirement journey. Transparency of every concept and component utilized is paramount to a successful plan. Once in place, your C.O.R.E. Retirement Blueprint will continue to be adjusted throughout your retirement journey. Continuing communication, education, and annual reviews will be conducted to ensure your plan remains accurate giving you the confidence needed to enjoy a comfortable retirement.

The traditional approach to retirement planning concentrates almost entirely on investments. We will show you how to account for the contingencies and surprises of retirement, in all areas, to properly evaluate and plan for your goals.

The hardest part about finding a good planner is to find someone who will truly help you plan your retirement objectively. Learn what to look for in an advisor or firm to keep YOUR interests the primary focus.

It is as important to know what you are retiring to as what you are retiring from. Retirement is different for everyone and not simply the end of your working career. A successful retirement is one that achieves your goals while providing a comfortable journey.

Engineering means developing a proactive plan that addresses and eliminates any potential pitfalls before they arise. Without a detailed plan in place your retirement may become a series of reactions to negative events and be based solely on investment returns.

The traditional approach to retirement planning concentrates almost entirely on investments. We will show you how to account for the contingencies and surprises of retirement, in all areas, to properly evaluate and plan for your goals.

The hardest part about finding a good planner is to find someone who will truly help you plan your retirement objectively. Learn what to look for in an advisor or firm to keep YOUR interests the primary focus.

It is as important to know what you are retiring to as what you are retiring from. Retirement is different for everyone and not simply the end of your working career. A successful retirement is one that achieves your goals while providing a comfortable journey.

Engineering means developing a proactive plan that addresses and eliminates any potential pitfalls before they arise. Without a detailed plan in place your retirement may become a series of reactions to negative events and be based solely on investment returns.

URA GROUP AZ

URA Group AZ is an independent retirement planning firm and we operate under a fiduciary duty to present to you with the best products that fit your individual needs. URA Group has no obligations to offer only products and solutions that are manufactured by specific firms. This gives us the freedom to offer the best products available market wide.

Process

URA GROUP AZ PROCESS

Goals

Core What's Important to you

Budget

Expense Worksheet

Assets

Retirement Asset Information

Social Security

Social Security Report

Medicare

Medicare Overview Report

Tax Planning

Future Tax Bracket Tracker

Tax Overview

Tax Planning

Future Tax Bracket Tracker

Tax Overview

Portfolio Stress Test

Portfolio Stress Test

Portfolio Design

Delta Investment Management - Delta Investment Overview

Fixed Principal

What you should know about Annuities

What is an FIA

Benefits of Fixed Indexed Annuities

Fixed Principal

What you should know about Annuities

What is an FIA

Benefits of Fixed Indexed Annuities

Core Blueprint

Sample Retirement Blueprint