Retirement Planning & Investment Advice
Retirement isn't just about saving. It requires having a plan. We help you align investment advice, annuities, and more to give you a great life during the years ahead.
Work With Us
Take control of your future today and let us help you build the retirement you've always imagined.
Why Do I Need a Financial Professional?
We understand that retirement is about more than just numbers. That’s why we work with you personally to create financial strategies tailored to your goals and unique needs.
Our financial professional has decades of experience helping clients navigate their finances
Our financial professional can help you make rational decisions, preventing emotionally driven mistakes
Our financial professional can spot potential issues you might miss and give you advice from a broader, more experienced perspective
Our Services
A solid financial strategy requires a complete, 360-degree view of your financial picture — including how your retirement assets are integrated and work with one another.
Retirement Planning
We can help you create a retirement plan that balances daily living expenses, desired luxuries, social security benefits, pension withdrawal strategies, medical expenses, and the unexpected.
Annuities
We offer annuities for those who are seeking guaranteed retirement income. We have a broad selection of products designed to fit your needs.
Social Security optimization
We help you make the most of your Social Security benefits by analyzing your earnings history and retirement goals. Our strategies are designed to maximize your income and ensure you get the benefits you deserve.
FAQS
Frequently Asked Questions
Why do I need retirement planning?
Retirement planning isn’t just about numbers — it’s about making sure you can live the lifestyle you’ve worked hard for. Without a plan, it’s easy to feel uncertain about whether you’ll have enough saved, when you can actually retire, or how to handle rising costs like healthcare. With the right guidance, you can move into retirement with confidence, knowing your money will support the lifestyle you’ve dreamed of while protecting your loved ones and giving you peace of mind.
When should I start planning for retirement?
The best time to start is always today. The earlier you begin, the more options and flexibility you’ll have, since your money has more time to grow. But if you’re closer to retirement, don’t worry! Our strategies can still help you maximize what you’ve already built.
How much money will I need to retire?
There isn’t a one-size-fits-all number. The right amount depends on your lifestyle, health, and goals for the future. We work with you to calculate what you’ll need, factoring in living expenses, travel, healthcare, inflation, and the legacy you want to leave behind.
How do annuities fit into retirement planning?
Annuities can be a valuable piece of your retirement puzzle because they provide guaranteed income for life. Think of them as a way to create your own paycheck in retirement — one that keeps coming no matter what happens in the markets. For many people, this brings peace of mind and stability.
Why should I work with your financial professional, rather than doing it myself or using another financial professional?
We know you have options, but here’s why families trust us: we combine decades of experience with a personal approach that puts your goals first. Unlike cookie-cutter plans, we create strategies tailored to your unique needs. Doing it yourself can feel overwhelming, and working with someone who isn’t focused on you can cost you in the long run. With us, you get clarity, confidence, and a partner who genuinely cares about your future.
Plan for Your Dream Retirement Today!
We help simplify the complex world of finance by bringing together expert strategies, trusted partnerships, and personalized planning that align with your lifelong goals.
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1234 S Power Rd, St 101, Mesa, AZ 85206
140 N Union Ave, St 205, Farmington, UT 84025
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and MacroPlanning Group are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Please consult a CPA or attorney with tax or legal quesitons. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Jeremy Dopp is an Investment Advisor Representative with IAMS Wealth Management. No other financial professional named on this website is an Investment Advisor Representative, nor are the Investment Advisor Representatives with IAMS Wealth Management.
Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.
There are no assurances that a portfolio will match or exceed any particular benchmark. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
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