Retirement Strategies

Retirement Planning is not a one size fits all process.

Whether you plan to retire or not, one thing is’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Freedom Trail Wealth at Dove Mountain, we help you establish a plan that if followed, will ensure you don't outlive your money.

We have a full suite of services to help you down your financial path including but not limited to:

  • Stocks, Bonds, Fixed Income, ETFs, Mutual Funds, Sector Investing

  • Traditional IRA

  • Roth IRA, Roth Conversions, & Backdoor Roth Strategies

  • 401(k), 457(b), and 403(b) Investment Services

  • Lifetime Income Planning (Income Allocation)

  • Annuities

  • Retirement Plan Services for Small Businesses

  • Life Insurance Retirement Plans (LIRPS)

  • Defined Benefit Plans

Freedom Trail Wealth at Dove Mountain

12120 North Dove Mountain Blvd., Suite 182, Marana, AZ 85658

Office: 520-612-7781  |  Cell: 321-277-2270  |  Email:

Investment  Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Freedom Trail Wealth at Dove Mountain are not affiliated.


Freedom Trail Wealth at Dove Mountain is licensed to sell insurance products in the following states of: Arizona (AZ), Arkansas (AR), Florida (FL), Michigan(MI), Iowa (IA), and Georgia (GA).


Check the background of this Investment Professional on FINRA'S BROKER CHECK.




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