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Modern Wealth Management Services

As a holistic financial planning firm, we take into consideration many different facets of your family’s needs, wants and financial objectives, creating a comprehensive financial plan to help you achieve your goals.

Financial Strategies

Traditional IRA  Roth IRA  SEP & SIMPLE IRA  529 College Savings Plans  401k Management  Defined Benefit Plans  Pension Planning  Coverdell Savings  Small Business Strategies  Endowments & Endowment Management  Individual and Joint Brokerage Accounts

Income Strategies

Variable Annuities  Fixed Indexed Annuities  Fixed Annuities  Dividend Paying Equities  Alternatives to Traditional Fixed Income Vehicles2  Inflation Indexed Income Strategies  Long Term Care Income Replacement

Estate & Trust Planning

Corporate Successor Trustee1  Complimentary Trust Reviews1  Irrevocable Trust Management1  Generational Skip Trust Asset Management1  Term Life Insurance  Whole Life Insurance  Universal Life Insurance  Indexed Universal Life Insurance  Variable Universal Life Insurance  Survivor Benefit Planning  Buy/Sell Agreements

Advanced Planning & Tax Planning Strategies 

Deferred Sales Trusts  1031 exchanges and DSTs  Business Succession Planning  Buy/Sell Arrangements  Employee Stock Purchase Plans  Estate Equalization  Qualified Opportunity Zones

401(k) Plan Management 

Plan design & implementation for 401(k), 403(b), Employee Stock Ownership Plans (ESOP), Defined Benefit Plans, and Executive Benefits/Non-Qualified Plans  Investment Selection and Monitoring  Analysis, Benchmark & modernization  Participant Support & Financial Education

Property & Casualty 

Homeowners & Auto Insurance  Renters Insurance  Home Warranty  Commercial Business & Property Insurance  Umbrella Policies  Key Employee Insurance

Educational Workshops 

Taxes in Retirement Workshop, held at the University of Arizona  Modern Retirement Income Planning, held at the University of Arizona

1Trust Services offered through Dunham Trust or Advisors Private Wealth Trust a Trust Representative Office of National Advisors Trust Company, FSB (NATC). Modern Wealth Management and National Advisors Trust Company & Dunham Trust are not affiliated.

2Product or Service must meet specific income and/or net worth criteria before investing.

3Must be an accredited investor to invest in this strategy and/or product. Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA and SIPC, A Registered Broker Dealer, Registered Investment Advisor Centaurus Financial, Inc., and Modern Wealth Management are not affiliated.