My name is Rand Harper. I specialize in helping my clients financially prepare for retirement. Which often includes the strategic use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns. 

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio. A few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I have over 16 years of experience in the financial services industry and specialize in retirement and income planning. I am passionate about serving my retired or close-to-retirement clients and helping them in the areas of accumulation, preservation, and distribution of their wealth. 

I am dedicated to helping clients avoid painful financial mistakes. This was fueled by the great crash of 2008 when I witnessed a lot of emotional and financial devastation. I take a holistic approach with my clients and offer unbiased financial advice to ensure they can mitigate unnecessary risks and are comfortable with their financial situation. My goal is for you to live a peaceful, worry-free retirement.

Since 2008 when I advised my parents and helped them save nearly 40% of their retirement savings from the great crash of 2008, I have been passionate about helping my clients do the same. I treat all of my clients as if they were my own Mom and Dad and strive to be a lifelong financial resource throughout their lives. I currently live in Gilbert, Arizona. When I’m out of the office I enjoy time at the beach, lake, hiking, or camping with my two younger daughters.

I reside in Arizona, and even though my office is physically located in Gilbert, I can work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, so you do not need to leave your home or visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals. 

Sincerely,
Rand Harper