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Retire Up is a supplemental financial planning tool, often times, combined with other programs. Retire Up “gives life” to your income and assets. We use this platform because it projects reality – based on variables in the markets and fixed / insured income. Retire Up serves as a guide to adjust our clients’ portfolios based on stress testing, worst-case scenarios and planning their future BEFORE making recommendations on types of investments. Check out the screenshots below to get an idea of how this might work for you:

This is for example purposes only. Individual results will vary. Projections are not a guarantee of future results.

Latest Articles

Opportunity Zone Investing

Opportunity Zones are areas of the United States, certified by the US Treasury and the IRS, which exist for investors to receive preferential tax treatment in exchange for investing long term in areas designated by the governors of each state. With specialized...

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Oh Snap! It’s Time to Sell My Investment Property

Having to sell a rental home or other real estate is something that most people don’t place high on their list of fun things to do. In fact, buying and selling property can be one of the most stressful things for a family to go through.  Being in this...

read more

What Really Goes On In My Investment Portfolio?

Just like at any fine dining restaurant, the client experience is all about the enjoyment of the meal and never about the hard work that goes on in the kitchen! While total transparency isn’t encouraged in many industries, at Clear Direction we like to get...

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Why Be the Same As Everybody Else?

The differences are what make life interesting. Wouldn’t you agree?At Clear Direction Investments, diversification is something we take very seriously. That’s why we’re into investment instruments that zig when the market zags.With our transition to...

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FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business. Member FINRA/SIPC.

Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC and Clear Direction Investments, LLC, both of whom are independent of CIS and CAM. CIS and CAM are also independent of the Campus Advisers and Alliance companies listed herein. This communication is strictly intended for individuals residing in the states of AZ, AL, CA, KS, MA, OR, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced. This is for informational purposes only and does not constitute an offer to buy or sell any investment. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters.

CONTACT


602-889-6500

8390 E. Via de Ventura
Suite F-205
Scottsdale, AZ 85258

Latest Articles


Opportunity Zone Investing

Opportunity Zones are areas of the United States, certified by the US Treasury and the IRS, which exist for investors to receive preferential tax treatment in exchange for investing long term in areas designated by the governors of each state. With specialized...

Oh Snap! It’s Time to Sell My Investment Property

Having to sell a rental home or other real estate is something that most people don’t place high on their list of fun things to do. In fact, buying and selling property can be one of the most stressful things for a family to go through.  Being in this...