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Rightsizing for Retirement

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Fax: (520) 818-0181

12115 North Oracle Road

Suite 151

Oro Valley, AZ 85737

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Investment advisory services offered through NRG Wealth Management, an SEC Registered Investment Adviser.  Registration in no way implies a certain level of skill or expertise or that the SEC has endorsed the Company.

All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested.

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NRG Wealth Management and its representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  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 product, service, or investment strategy.  Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Links to third-party web sites are provided for convenience only. By clicking on a third-party link, you will leave this website, where privacy and security policies may differ from those practiced by NRG Wealth Management. NRG Wealth Management is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the third-party websites.  The third-party websites that may be provided are not a complete summary or statement of all available information or data.  NRG Wealth Management makes no express or implied representations or warranties, including but not limited to warranties of merchantability or fitness for a particular purpose, with respect to third-party websites. 

Altruist Financial, LLC and Shareholders Service Group are the firms we use to custody our client assets.  Altruist Financial, LLC, Shareholders Service Group, and NRG Wealth Management are separate and unaffiliated firms and are not responsible for each other’s services or policies.  Altruist Financial, LLC and Shareholders Service Group do not endorse or recommend any advisor, and the use of the Altruist Financial, LLC and Shareholders Service Group logos do not represent the endorsement or recommendation of any advisor.  Brokerage services are provided by Altruist Financial, LLC, and/or Shareholders Service Group are members FINRA/SIPC.