Estate Planning Referrals for Your Legacy

At Retire With Confidence LLC, we understand that planning for the future isn't just about saving for retirement; it's about protecting everything you've worked so hard to build. For women in their 40s, 50s, and 60s, estate planning is crucial to ensuring your family's financial security and well-being, no matter what the future holds.


We focus on helping you plan ahead for a secure retirement, but we also recognize the importance of having the right legal protections in place. That’s why we partner with trusted estate planning professionals to guide you through the process of creating wills, living wills, trusts, powers of attorney, and healthcare directives. We can also assist with special needs planning, probate avoidance, and legacy planning, making sure that your wishes are honored and your loved ones are taken care of.



Contact us today at 623-279-0809 to learn more about how we can help you protect your legacy and give you peace of mind for the years to come.

Our Role in Your Estate Planning

At Retire With Confidence LLC, we take a holistic approach to your financial future. We know that retirement planning, insurance, and estate planning all work together to give you a strong foundation. While we specialize in optimizing retirement accounts and insurance, we’re also committed to ensuring that your estate plan is as secure as your financial plan.


Our role is to connect you with experienced estate planning professionals who can help you with:

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Wills & Trusts: Protect your assets and ensure they’re distributed according to your wishes.

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Healthcare Directives: Make your healthcare preferences clear in case you’re unable to speak for yourself.

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Power of Attorney: Designate someone to handle your financial or healthcare decisions if you're unable to.

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Special Needs Planning: Ensure that loved ones with special needs are cared for after you're gone.

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Probate Avoidance: Help you minimize the hassle and expense of probate.

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Legacy Planning: Create a lasting legacy that reflects your values and supports future generations.

No matter where you are in life, estate planning is a crucial part of securing your future. Let us guide you in making the best decisions for your family and your legacy.

Why Choose Us for Estate Planning?

Our team in Tolleson, AZ, is dedicated to making financial planning simple and approachable. Here’s what sets us apart:

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Clear, jargon-free guidance tailored to your needs.

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Partnerships with top-tier insurance carriers and estate planning professionals.

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A focus on family-oriented solutions for Northwest Phoenix residents.

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Strategies that prioritize your financial security and legacy.

While we refer estate planning services to trusted experts, our retirement and insurance solutions provide the foundation for a secure future.

Estate Planning FAQs

  • Does Retire With Confidence LLC offer estate planning services?

    Yes!  We partner with trusted professionals for wills, trusts, and powers of attorney, while focusing on retirement planning and insurance.

  • How do you support my financial future?

    We optimize 401(k)s, 403 (b)s, IRAs, pensions, annuities and insurance solutions to protect your family, minimize tax burdens, and grow your wealth.

  • What insurance options complement estate planning?

    Our life, health, long-term care, and disability insurance plans ensure your family’s financial security.  Additionally, we provide annuities and indexed universal life products that offer guaranteed returns, zero market loss, and compound financial growth.

  • Why should I trust your estate planning referrals?

    We partner with experienced professionals around the nation to ensure your estate planning needs are met with care and expertise.

  • How can I get started with Retire With Confidence LLC?

    Call 623-279-0809 or visit our contact page to discuss your goals and connect with estate planning experts.

Contact Our Team Today

Ready to secure your family’s future? Contact Retire With Confidence LLC at 623-279-0809 or visit our contact page to schedule a consultation. Explore our upcoming e-book on retirement planning, and let us connect you with trusted estate planning professionals to protect your legacy!