Retirement Planning
Avoid These Common Mistakes When Planning Retirement Income
Retirement income planning is one of the most critical ingredients for a stress-free and happy retirement. After all, you have spent decades saving for retirement.
You Deserve Trusted Advice.
As CFP® professionals we've undergone rigorous education and training and are held to the highest of ethical standards in order to help you achieve reach your financial goals.
Previous
Next
Welcome to Advanced Retirement Strategies
We treat you like family, and employ our decades of experience, advanced strategies, and institutional investments traditionally only available to a select few in order to help you achieve your financial goals.
Learn More
Many financial professionals can talk to you about your investments. That’s not hard to find. But most financial professionals and personal retail accounts simply don’t have access to the investment resources our team has.
While working, resources for your investments are often limited to the company plan, the administrator, and options within that plan. As you prepare for and then transition into retirement, a different investment process is needed. We’ve found that the likelihood of success is significantly increased through a combination of institutional investments, outcome-based planning, and creating clear upside and downside parameters.
"Our job here at Advanced Retirement Strategies is to help clients who have spent a lifetime accumulating assets protect, allocate, and distribute those assets in order to remain
financially independent."
- Russ Hodgson, CFP®
President, Managing Principle
Our Unique Approach
Explore Defined Outcome Investing
You’ve worked hard and saved hard. Whether you’re accumulating money for retirement or ready to retire, our investment advisory services use a powerful and proprietary investment process called Defined Outcome Investing.
In our opinion, your likelihood of success is significantly increased through a combination of institutional investments, specific objectives, and creating clear upside and downside parameters.
More than salesman, real trusted advisors
Advanced Strategies,
Friendly Faces.
Russ Hodgson, CFP®
President & Managing Principal, Private Wealth Advisor
Joe Pond, CFP®
Investment Portfolio Strategist, Private Wealth Advisor
Wendi Lyn Jensen
Executive Director, Client Services Manager
our proven process for success
Our Proprietary DREAM Experience
With over three decades of experience and intricate industry knowledge, we’ve developed a proven process for defining and realizing your financial dreams.
01
Discovery
Take steps to understand your goals
02
Data
Gather information about your situation
03
Design
Develop your investment and/or retirement income strategy
04
Review
Meet regularly to discuss performance – we’re available at any time for questions
05
Evaluate
Consult on key moments of decision-making
06
Adjust
Adapt your plan to any life, business, or financial changes
07
Monitor
Regularly assess any potential life transitions
Complimentary Portfolio Inspection
Increased Returns.
Less Risk. Lower Taxes.
Request a free forensic examination of your retirement plan and investment portfolio today and become our next success story.
Free Retirement Review and Investment Portfolio Audit
As regulated, fee-based fiduciary advisors we succeed as you reach your financial targets, not based upon commissions. We succeed as you succeed. If you’d like to understand how we can help you, consider scheduling a free, no-risk, zero-pressure discovery consultation.
From our clients
What it's like to work with us
With the advanced strategies and proven processes we’ve developed, it’s no surprise that our clients are raving about Advanced Retirement Strategies.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis,
John Doe
“Lorem ipsum dolor sit amet, contur ading elit, sed do eiusmod tempor incididunt ut labore et dolore mgna aliqua. Elit ullarper dignissim cras tincidunt lobortis feugiat.”
John DanielJOB TITLE HERE
“Lorem ipsum dolor sit amet, contur ading elit, sed do eiusmod tempor incididunt ut labore et dolore mgna aliqua. Elit ullarper dignissim cras tincidunt lobortis feugiat.”
Ella-Louise MoyerJOB TITLE HERE
“Lorem ipsum dolor sit amet, contur ading elit, sed do eiusmod tempor incididunt ut labore et dolore mgna aliqua. Elit ullarper dignissim cras tincidunt lobortis feugiat.”
Larry MartinJOB TITLE HERE
Enjoy Interactive Learning?
Access our newly released interactive videos complete with complementary ebooks designed to help you get educated, make more intelligent decisions, and take charge of your financial future.
Stay in the loop
Latest Industry Updates
Read More »
Retirement Planning
How to Create Retirement Income
At Advanced Retirement Strategies, we can’t tell you how often we hear our clients in the Salt Lake City area discuss their fear of running
Blog Post
How to Turn Retirement Savings into Retirement Income
Over the years, we’ve had a number of clients ask us how to turn their retirement savings into retirement income. While this may not answer
Retirement Income Planning
Retirement Income Planning and the Bucket Strategy
When you get ready to leave the workplace, retirement income planning will help you make the jump from your career to retirement. While working, you’re
Blog Post
The 7 Essential Components of a Retirement Income Plan
A retirement income plan is used to help you prepare to retire. Its goal is to give you confidence as you transition from working income
Blog Post
May 2020 Market Update
This last quarter has been extremely volatile due to COVID-19. We’ve seen the fastest 30% drop in history, runs on toilet paper at the grocery store, and quarantine nationwide.
Book a free consultation with
one of our experts
Discover the difference of working with an Advanced Retirement Strategies expert in a no-pressure, investigatory meeting. Meet how you want, when you want, whether in-person, over zoom, or on the phone.
