Destination Wealth Advisor Group. You’re working hard for your retirement. When the day comes and you’re finally ready to relax—work-free—the last thing you need is to have to worry about money issues. Luckily, to help you plan for a successful, enjoyable retirement, there’s Destination Wealth Advisor Group in Sun City West, Arizona!

About. Richard Bolek of Destination Wealth Advisor Group is a former tax accountant and a Certified Financial Planner. A Chicago native who’s called Arizona home for over three decades, he’s also a Registered Principal and Drake University graduate (with a B.S. in Accounting). Richard boasts over 35 years of experience in both tax and financial planning industries. 

Throughout the years, Richard has been honored to teach numerous courses and speak about investment and tax planning to wide audiences. When Richard isn’t helping his valued clients, he enjoys preparing classic meals, spending time with his kids and grandkids, and going to sporting events. 

Independent. Destination Wealth is an independent financial planning firm that’s dedicated to helping clients enjoy all that retirement has to offer by making smart financial decisions. As an independent firm, Destination Wealth Advisor Group always makes sure their clients best interests come first—each and every time!

Unique. When it comes to retirement, every situation is unique—there’s no “right place” to put your retirement funds. Why? Well, it’s because every person or couple has various requirements, different risk tolerances, and may need to access their money at different times. The good news is that you don’t have to go it alone! The Destination Wealth Advisor Group treats you as more than just a number, and they recognize your individualized needs. After all, a unique Y-O-U deserves a unique retirement plan!

Destination Wealth Advisor Group now has a second office in Wickenburg, giving them another location to serve you at!

Help for All. No matter your income level or job, Destination Wealth Advisor Group is honored to help pre-retirees and retirees get the best rates of return, all while minimizing risk and tax impact. After all, it’s what you keep in your pocket after tax that’s important. They’ve worked with individuals and couples from all economic levels and backgrounds to achieve their financial and long-term money goals. Regardless of where you retire from, Destination Wealth Advisor Group is dedicated to helping you enjoy your future retirement by working hard and making wise financial decisions. 

Trust Destination Wealth Advisor Group to put you on the right retirement track. Contact them today!

Call them at (623) 975-2881

Visit the Destination Wealth Advisor Group website

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