Retirement & Wealth Planning · Gilbert, AZ

R3 Wealth Creation

At R3WC, our mission is simple yet powerful:

To change the world for the better by helping people create, grow, and protect their wealth.

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Create

Retirement and income strategies tailored uniquely to you.

Grow

Long-term growth balanced with tax-efficient planning.

Protect

Risk management and estate planning to preserve your legacy.

About R3WC

Why We Exist

Founded on the principle of ‘Client First’, R3WC is committed to delivering truly client-centered financial strategies. We deploy a wide range of proven strategies—tailored uniquely for each individual—to help our clients confidently achieve their financial goals.

Proven strategies—tailored uniquely for each individual.

$13,500/moincome in 3 years —
vs. a $10,000/mo goal

We Help Clients to Get Success

Client Success Example

Veteran Age 49 Retiring in 3 years

Wants to retire in 3 years from his current job. Net income need in 3 years is $10,000/month.

Using his current assets and other sources of income, I was able to get him an income of $13,500/month without increasing his current investment contribution.

Age 52Income in 3 years

$13,500/month· $162,000/year

Age 59.5Income

$14,100/month· $169,200/year

Age 64Income in 15 years

$18,933/month· $227,200/year

Age 67Income in 18 years

$22,887/month· $274,654/year

Client examples are illustrative, are not a guarantee of future results, and individual results will vary.

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What We Do

Our Services

Comprehensive planning that brings every part of your financial life together.

Retirement Planning

We take a unique approach to financial strategies. In today’s world, many face the real possibility of outliving their retirement savings—potentially needing to fund 25 to 30 years of life after work. This makes it essential to create a retirement income strategy designed for lasting security.

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Through thoughtful planning and collaboration, we can guide you on your journey toward financial freedom and the retirement you envision—so you can focus on living the adventure you value most, with confidence and peace of mind.

Retirement Survey

Risk Management

Our Risk Management service is designed to identify any potential weaknesses in your insurance coverage that could jeopardize your financial well-being. We take a strategic approach to ensure your assets are properly protected and aligned with your long-term goals.

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Many individuals assume they have sufficient insurance coverage, often overlooking critical gaps that can undermine their financial plan. We believe insurance is a foundational component of a comprehensive financial strategy—essential for safeguarding your hard-earned assets against life’s uncertainties.

In the event of the unexpected, having the right protection in place can make all the difference. That’s why we provide personalized guidance to help you choose a life insurance plan tailored to your family’s unique needs, goals, and budget.

Beyond protection, we see opportunity in risk. Our approach to risk management is thoughtful and intentional—integrated as a core element of your overall financial strategy. We are committed to helping you navigate risk with clarity and confidence.

Tax Planning

Taxes influence nearly every aspect of your financial life, and a well-crafted tax strategy can potentially save you thousands of dollars each year.

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Incorporating strategic tax planning into your overall financial plan allows you to keep more of what you earn—by optimizing retirement withdrawals, efficiently managing assets, enhancing charitable giving, and potentially maximizing the value of your estate.

Identifying opportunities to reduce your tax burden requires a thoughtful and proactive approach—such as using ROTH Conversions to help you maximize long-term tax efficiency. Our goal is to help you expand your tax savings while protecting you from overpaying.

Whether your tax considerations are limited to your investment portfolio or extend into the complexities of your business, R3WC is here to guide you. Our experienced team is committed to helping you navigate the tax landscape with clarity and confidence—ensuring your financial plan works harder for you.

Roth IRA Conversion Calculator

Estate Planning

Your financial advisor plays a vital role in the development of your estate plan, ensuring that your personal goals and long-term vision are thoughtfully incorporated into every step of the process.

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With a deep understanding of your financial landscape, we help ensure that no critical information or necessary procedures are overlooked—preserving both your wealth and your wishes.

In collaboration with our trusted partners and your existing advisors, we work to organize and optimize your estate plan, whether your priorities include supporting loved ones, creating a lasting legacy, or maximizing charitable impact.

Our goal is to align your estate planning strategy with your values—so your intentions are clearly defined, efficiently executed, and confidently preserved for generations to come.

Start Your Estate Plan

Income Planning

Many financial advisors today concentrate solely on the growth side of investing—overlooking the equally important income component. At R3WC, we understand that a successful retirement income strategy requires balance. Think of your retirement plan like a coin: both sides—growth and income—are essential.

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Our approach is comprehensive, designed to ensure your retirement income plan is not only sustainable but aligned with your long-term goals. We focus on four key priorities when crafting a tailored retirement income strategy:

Principal Protection – Safeguarding your hard-earned assets from unnecessary risk.
Maximizing Income – Creating reliable, consistent income streams to support your lifestyle.
Growth – Maintaining long-term investment growth to combat inflation and preserve purchasing power.
Tax Efficiency – Structuring withdrawals and assets to minimize tax impact and maximize net income.

With R3WC, you don’t have to choose between growth and income—we plan for both, giving you the confidence to enjoy retirement with clarity and security.

Ready to plan the retirement you envision?

Schedule a conversation with R3WC today.

Schedule Now Call 602-905-9585