ABOUT US

MISSION STATEMENT

It is the mission of URA Group AZ to increase the quality of life of each and every person we serve. While the results of retirement investment plans are almost always judged solely on quantitative returns, we at URA Group AZ offer more.

Our goal is to create a comprehensive retirement plan ensuring security in all of life’s phases, and believe that the true measure of retirement success should be judged comprehensively as well, and include the qualitative impact along with the quantitative return. Helping our clients achieve a spectacular retirement and delivering beyond their highest expectations, both financially and emotionally, is our measure of success.’

By remaining fiercely independent as a firm, we are never forced to compromise. We always put our client’s interests first by offering the most up-to-date, innovative and valuable strategies, products and services available. The highest compliment we can receive is a referral from our clients, and our ultimate goal is to have every new client we serve come from the recommendation of another.

MEET THE TEAM

URA Financial Advisors

Serving Phoenix and Scottsdale

The creators and exclusive providers of the CO- retirement planning process, we are the Valley’s premiere financial advisors and retirement planners. We provide help to pre-retirees and retirees aged 50 or older in Scottsdale, Phoenix and other cities in Arizona. The financial advisors at URA Group AZ specialize in retirement planning and al the issues important to retiring successfully, including Social Security, distribution planning, budgeting, income planning, tax planning, and much more.

Retirement planning isn’t just about investing your money wisely, there are many different elements to master. We provide workshops and training to the public as well as personalized services to our clients to help them understand and plan for all of the issues they will face in retirement. Too many times critical issues such as taxes, longevity, Required Minimum Distributions (RN/Ds), the sequence of distribution, and arm-term care options are not taken into consideration. Unfortunately, this lack of retirement understanding can cause your retirement to fail unexpectedly.

Pre-Retirement Services

Fiduciary Standard

We want to help you before you retire. Ideally when you’re young, but imperatively when you’re five to 10 years away from retirement age. That’s why we offer a free ook at your current portfolio investments like your 401(k) accounts and IRAs. Our 401(k) Stress Test allows you to see how your investments are actually performing net if fees, and how they mu (71 have performed in 2008–in case we ever face another market freefall. Advance retirement planning is the only way you can take control of your future retirement prospects.

A true fiduciary like URA Group AZ must hold a Series 65 license. By law, financial advisors who are held to a fiduciary standard must make recommendations which are in your best interests, not ours. These types of firms are rare; many times financial advisors just salespeople selling a limited lineup of financial products and they don’t have training in retirement planning at all. Retirement means no longer having a paycheck coming in; it’s critical to work with a fiduciary firm to help ensure you don’t run out of money.

Formerly United Retirement Advisors Group

Now URA Group AZ

URA Group AZ, formerly United Retirement Advisors Group, is an independent firm dedicated to retirement planning for pre-retirees and retirees living in Scottsdale and Phoenix, Arizona. In 2018, we decided our name to URA Group AZ because we saw the profound need that retirees had for sound retirement planning advice, and we knew that that was our special expertise. We developed the proprietary system around CORE (Comprehensive Objective Retirement Engineering.)