Reach Your Goals Today

With relevant information, provided in a “no sales pressure” environment, we believe that anyone can make sound financial decisions.

OUR MISSION.

Estate Planning Solutions’s mission is to help business owners, families and individuals, minimize taxes, reduce expenses and become stronger financially by making decisions within the context of a personal, written financial and retirement income plan.

OUR GOAL.

Since 1986, our goal has been to help business owners, individuals and families become stronger financially by helping them make appropriate financial decisions and select relevant financial products and services to implement them.

OUR PRIORITY.

Addressing your financial concerns and providing a “macro” (am I doing everything i should be doing) and “micro” (is what I am doing appropriate for me?) assessment of your financial picture. Contact us today to schedule a no-cost, no obligation consultation.

Our New Service with Immediate Benefits

Maximizing Your 401K – Your Greatest Retirement Asset

For most workers, their 401K, 403b or 457 Plan is their biggest retirement asset. And, for many, knowing how to allocate monies to the various plan options can be a source of frustration. The problem with 401K’s and similar plans, from my perspective, is that their success is linked to market growth. But, the market does not always go up.

We have partnered with Active401K, who provides personalized allocation recommendations for participants in 401K’s and similar plans. Here is how it works; participants fill out a questionnaire and based on their age, goals and risk tolerance, plus certain market indicators, they receive specific allocations to the available investment options in their plan.

If you have questions or require assistance, call our office at 623-537-3657.

Remember; investing always involves risk of loss and past performance is no guarantee of future results.

Use Promo Code: EPS-ASAVR

Meet Our Founder

Jim Tewalt

Jim Tewalt

Founder

Jim is one of the owners of Estate Planning Solutions, Inc. a boutique financial services firm that offers financial products and services to the public based on suitability to the individuals’ circumstances, resources, goals and objectives. (EPS – RIA, LLC)

PROFESSIONAL EXPERIENCE:

Jim has 40 years’ experience in the financial services industry as a life insurance agent, employee benefits consultant, property and casualty insurance agency owner, tax preparer and certified legal document preparer. He is a Registered Investment Advisor, Certified Financial Planner, CFP®, a licensed insurance agent and a Certified Legal Document Preparer (wills, trusts, quick claim deeds, LLC’s and corporations).

Jim is a people helper and problem solver and has helped hundreds of families and business owners plan for their financial future.

OTHER INFORMATION:

Jim has been married to Mary for 37 years and has 5 children. He is an active member at Pure Heart Christian Fellowship and a past-president of the Northwest Christian Business Networking Chapter.  Jim is a Chaplain, rides his horse in parades as a Circuit Riding Preacher, enjoys softball and participating in the Salt River Regulators, a western re-enactment group.

Get Your Own Financial Action Plan Today!

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Services

Personal Wealth Building/Wealth Management
  • Whose money is it anyway?
  • Do I have a written plan for creating wealth?
  • What is the purpose of my wealth?
  • What is the next level and how can I get to it?
  • Am I paying more than my fair share of income   taxes?
  • What steps can I take now to reduce my taxes for this year?

Action step: Call Mary at 623-537-3657 or 800-483-8258 for a no-cost, no obligation consultation.

Retirement Income Planning/Annuities
  • What does retirement look like to me?
  • How much income will I/we need when I/we retire?
  • Would I like to know I would never run out of income?
  • Am I comfortable choosing how to take my pension or social security benefits?

Action step: Call Mary at 623-537-3657 or 800-483-8258 for a no-cost, no obligation consultation.

Estate Plans, Probate, Taxes, Conservatorship
  • Do I/we have a basic will, powers of attorney, health care powers of attorney?
  • Will my/our estate avoid probate?
  • What happens if I or my spouse become incapacitated?
  • Do I know the common estate planning mistakes? Have I made them?

Action step: Call Mary at 623-537-3657 or 800-483-8258 for a no-cost, no obligation consultation.

Get Control of Your 401k

My 401k allows you to easily take control of your 401k, manage it with little, to no stress, and help it grow faster over time.

Click Here to Find Our More

Insurance Purchasing Strategies
  • How much life insurance do I/we really need anyway?
  • Term, permanent, I don’t want to make a dumb mistake. Which kind should I buy?
  • How can I find out about the kind of life insurance that pays for chronic care expenses?
  • Buy term and invest the difference? How can I do that in one policy?

Action step: Call Mary at 623-537-3657 or 800-483-8258 for a no-cost, no obligation consultation.

Employer Sponsored Plans Management
  • My 401(k), 403(b), 457 plan is driving me crazy What can I do?
  • How can I maximize the role of my 401(k) in my retirement income plan?
  • How much should I contribute this year?

Action step: Call Mary at 623-537-3657 or 800-483-8258 for a no-cost, no obligation consultation.

Business Optimization Planning
  • Are my personal assets at risk because of my business activities?
  • Am I getting the same tax credits as my competitors?
  • Am I overpaying for business expenses?
  • Are there ways to reduce my Workers’ Compensation insurance premiums?
  • Do I have a written business succession plan?
  • Would my spouse or other family members be able to run my business if I am deceased or injured?

Action step: Call Mary at 623-537-3657 or 800-483-8258 for a no-cost, no obligation consultation.

Stryde

Stop sending unnecessary business dollars to the IRS. Find and eliminate hidden business expenses today.

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Advisory services provided by EPS-RIA, LLC. EPS-RIA, LLC is an Arizona Registered Investment Advisor EPS-RIA, LLC is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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