Ted Meyer

Background

About Ted Meyer

Scottsdale based financial advisor and well recognized community educator, I am a Registered Financial Consultant (RFC®) and Investment Advisor Representative (IAR) and have spent the last decade helping area residents plan for and transition into retirement. As a retirement planning and 401(k) rollover specialist, I recognize the importance of preserving the monies accumulated for retirement and the need for the efficient transfer of wealth from the working years to the retirement years. Specializing in the unique needs of transitioning baby boomers, I utilize advanced strategies for both protecting one's life savings from unnecessary risks and market volatility along with excessive taxes and/or fees, and helps ensure a life savings can produce an income to last throughout the duration of the retirement years. Strategies that were once appropriate for accumulating wealth must be adjusted to reflect what's most important to a retiree's livelihood, sustaining an income for life. I assist individuals with protecting their retirement savings while optimizing the account value of a retirement account or company sponsored retirement plan. A native of Chicago, my wife Stacey and I have two children, Joseph and Ella. We currently reside in Scottsdale where I am very active in the community. I serve as Trustee for the Knights of Columbus (Chapter 12313), am a member of the Catholic Communities Foundation Professional Advisory Board and spend a lot time watching my kids sports team. Specialties: Retirement Planning (The Basics) Investment Planning (Accumulating Wealth for the Retirement Years) Asset Preservation & Protection (Optimizing Wealth for Retirement) Income Planning (Efficient Distribution of Retirement Savings) Long-Term Care & Life Insurance (Advanced Planning Strategies) Estate Planning (Efficient Transfer of Assets) Tax Planning (Keep More, Owe Less)