Premiere Retirement Planning & Wealth Management
Frequently Asked Questions

What types of clients do you typically work with?

At Premiere Retirement Planning & Wealth Management, we specialize in helping high-net-worth individuals and families plan their ideal retirement. Our goal is to assist you with protecting and growing your assets, so you will have financial peace of mind during retirement. We provide comprehensive financial planning services to our clients within the Tucson and Mesa, Arizona areas. Our aim is to build, protect, and preserve your financial and retirement freedom.

What are the Five Pillars of Premiere Planning?

The Five Pillars of Premiere Planning is a comprehensive approach to planning for retirement. It is a financial process that takes into consideration your financial needs while in retirement, by addressing five core pillars: income planning, investing strategies, tax planning, long-term care, and estate & legacy planning. During our process we will work with you to assess your current financial situation, and together we’ll develop a durable plan that will address these core areas so that you may retire comfortably.

Who will be my main point of contact at Premiere Retirement Planning & Wealth Management?

Each client relationship is handled with care. While your main point of contact will be President and Founder, Jeff Vogan RFC, CEP, CFF®, we utilize a team approach when helping you plan for retirement. In addition to Jeff, Jordan Vogan specializes in long-term care and Medicare solutions, two often overlooked areas of retirement planning. Being a resource for high-net-worth investors, we recognize the importance of tax mitigation. Because of this, we have a licensed CPA and tax specialist available to help answer tax-related questions. Our business is built on close client relationships, and we strive to be a helpful resource, no matter your stage of life.

How do I know I can trust Premiere Retirement Planning & Wealth Management?

Premiere Retirement Planning & Wealth Management is an independent financial advisory firm and Certified Financial Fiduciary®. As certified financial fiduciaries, we have a legal and moral obligation to put your financial interests and needs first. Moreover, we believe in educating our clients, which is why we post a blog article to our website each week and offer complimentary educational guides on a variety of financial topics. You can stay up-to-date with financial news and gain access to our newest blogs and guides by clicking here to sign up to receive our weekly newsletter.

How can I get started with Premiere Retirement Planning & Wealth Management?

It’s easy! Please give us a call at (800) 313-6659 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up an introductory meeting.

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