Retirement
Simplified

Retirement is complex.

Let’s get it right.

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About Us

We are your ultimate resource for all things retirement. Our concise and informative course materials will empower you to make crucial decisions that will significantly impact your life after retirement. We are thrilled to be a part of your journey, providing the knowledge you need to make well-informed choices as you embark on this new chapter in your life. 

Social Security

Social Security was created to provide economic stability for workers and their families when income is lost upon retirement, disability, or death. Employees pay into the system during their working years and earn “credits” to be able to receive benefits during their retirement. Social security taxes paid by current workers fund the benefits of current retirees.

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Medicare

Medicare is a government-issued health insurance program administered by the Centers for Medicare and Medicaid Services, or CMS. Servicing almost 50 million American citizens, Medicare is the largest health insurance provider in the nation.
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Estate Planning

In the event of your death, your wishes for your estate must be delineated in a will. By making a proper estate plan regarding your assets, trusts, and taxes, you will protect yourself and your family from unnecessary strain and avoid the costs associated with probate.
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HR

We understand how valuable your time is; Social Security, Medicare and other government initiatives dealing with retirement might take up more time than you would like. 

This is why we frequently provide free educational workshops on MyRetire for your business or employees.

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Want more information?

Let's find some time to talk about your upcoming Medicare benefits.

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We’re excited to help you make informed decisions as you start this process.

Services

Contact Details

  • 1148 West Legacy Crossing BLVD Suite 110 Centerville, UT 84014
  • Phone:
    801-683-6000
  • Email Address: info@awaplanning.com

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Copyright © My Retire 2023 | All Rights Reserved

MyRetire is a DBA of Alliance Wealth Advisors, LLC. Registered Investment Advisors and advisory services are offered through Alliance Wealth Advisors, LLC, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Alliance Wealth Advisors is not affiliated with any other named entity. Please see our current Form CRS here

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