Innovative Retirement Solutions, PLLC

Categories

Financial PlanningInvestment Services / Brokers

About Us

I help my clients during three phases of financial planning:
#1 Accumulation Phase – Client accumulates wealth by savings and participating in his/her retirement plans;
#2 Distribution Phase – Client is retired, takes Social Security & income from his/her savings and retirement plans;
#3 Transfer Phase – In twilight years, clients may need estate planning;
I achieve this by using 30 years of experience in Insurance & Investment industry and by maintaining two important certifications, AWMA & RFC, I do it by using a wide spectrum of products offered through LPL’s independent platform.
Using a proprietary tool, I offer free portfolio review, as I believe it is always good to get a second opinion on one’s financial health, if desired, an hourly consulting service is available.

Securities offered through LPL Financial member FINRA/SIPC
Raymond Singh, AWMA, RFC
LPL Financial Registered Principal

Innovative Retirement Solutions, PLLC
10565 Nth 114th ST., #102
Scottsdale, AZ 85259

off. 480-443-3303
fax 480-443-3314

Mailing address:
PO Box 6274
Scottsdale, AZ 85261

www.innovativeretirementsolutionspllc.com
www.linkedin.com/in/raymondsingh
www.facebook.com/arizonafinancialadvisor/

Securities offered through LPL Financial, member FINRA/SIPC

Highlights

  • Retirement Income Optimization & Customization
  • 401(k) Rollovers
  • Retirement Planning
  • Employee Benefits for Business owners
  • NO Proprietary products, Fiduciary Standards

Images

Enjoying cool Flagstaff with my RV
At Camelback Golf club, it was tough day at the course LOL
Scottsdale Ranch Tennis club
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An inside peak of the office reception area
multiple offices available for other professionals to rent
Gallery Image IMG_20190309_164224.jpg

Rep/Contact Info

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Mr. Raymond Singh
LPL Financial Registered Principal