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Advanced Retirement Strategies

Schedule A Meeting

15 Minute Phone Call

Set up time to hop on the phone with Russ or Joe to introduce yourself or address a minor question.

 

 

 

30 Minute Zoom Meeting

Schedule 30 minutes with Russ or Joe via our zoom meeting feature. This meeting can be for a new prospect who wants to learn more about our firm or current clients looking to address a financial transition or current accounts with us.

 

30 Minute In-Person Meeting

Complimentary in-person introduction meeting with our duo of CERTIFIED FINANCIAL PLANNERS™, Russ Hodgson and Joe Pond, to discuss your personal financial situation and evaluate whether our financial planning services are what you are looking for.

The ARS Team

Meet the team you'll be speaking too.

You’ve worked hard and saved hard. Whether you’re accumulating money for retirement or ready to retire, our team of professionals are equipped with the education and experience, the tools and techniques, and the processes and procedures necessary to help you achieve your goals.

Joe Pond, CFP®

Private Wealth Advisor

Russ Hodgson, CFP®

President, Managing Principal

Wendi Lyn Jensen

Executive Director

For over 30 years ARS has been trusted to help clients
successfully turn the page into a new chapter of their lives.

Disclaimer:

Advisory Services offered through ARS Investment Advisors INC., an SEC Registered Investment Advisor. 563 West 500 South Suite 420 Bountiful, Utah 84010.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright Ⓒ Advanced Retirement Strategies - All Rights Reserved

    If you're looking for a fiduciary financial advisor planner, we help you prepare to retire, create a retirement income plan, and manage your investments. We regularly assist clients with decisions around required minimum distributions (RMDs), tax planning, pensions, investments, 401(k)s, 403(b)s, 457s, annuities, and insurance.

    CONTACT INFORMATION

    563 West 500 South #420
    Bountiful, UT 84010

    (385) 249-5652
    info@arsadvisorsgroup.com

    SOCIAL SECURITY WEBINAR

    This training is for you If you haven’t yet turned on Social Security and you’re looking for answers on how it works, when to turn it on, and how to maximize your benefit

    Fill in your name and email below and get immediate access to our Social Security retirement training.