ABOUT US
ABOUT
URA GROUP AZ
URA Group AZ, formerly United Retirement Advisors Group, is an independent firm of financial advisors dedicated to pre-retirees and retirees living in Scottsdale and Phoenix, Arizona. In 2018, we decided to change our name to URA Group AZ because we saw the profound need that people 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).ABOUT
URA GROUP AZ
URA Group AZ, formerly United Retirement Advisors Group, is an independent firm of financial advisors dedicated to pre-retirees and retirees living in Scottsdale and Phoenix, Arizona. In 2018, we decided to change our name to URA Group AZ because we saw the profound need that people 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).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. 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.
FIDUCIARY STANDARD
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 are 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.
OUR GOAL
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.
INDEPENDENT ADVISORS
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. We want to help you ideally when you’re young, but imperatively when you’re five to 10 years away from retirement age, and we offer a plethora of financial strategies from dozens of financial companies and providers.
MEET THE TEAM
