Retirement Level Up

Retirement Level Up

Kent Brown | Financial Advisor

ARIZONA: 7702 E Doubletree Ranch Rd Suite 300
Scottsdale, AZ 85258
Ph: 480-359-5280

UTAH: 2975 W Executive Pkwy #179
Lehi, UT 84048
Ph: 801-520-5218

Retirement Level Up

Kent is a Financial Advisor looking to help families take their retirement to the next level. He is here to help individuals and families reach their financial goals and needs. Kent is licensed as an Investment Advisor with fiduciary responsibilities and is able to help you with different types of retirement accounts that you have.

Whether it is a 401k, IRA or Roth IRA it’s important to have an income plan in retirement. How does that plan react to potential risks such as recessions, market volatility, inflation, or the risk of running out of money in retirement?

Below are some areas that you might have questions about:

  • Current 401k questions.
  • Rollover or transfer of old 401k’s, 457’s, or 403b’s.
  • Brokerage account, IRA and Roth IRA questions and management.
  • Social Security and Taxes on Social Security.
  • Retirement income planning.

The Employee Network Offer The Employee Network members who sit for a complimentary portfolio review will receive a $10 gift card.

Contact Kent
Must ask for Employee Network discount. Please be prepared to present physical or digital membership card in person.
*Advisory services are offered through StrongHold Capital Partners, an Investment Advisor in the State of Arizona. Licensed insurance professional. Stronghold Capital Partners and Retirement Level Up are not affiliated entities.

Contact Kent Brown Today

Retirement Level Up

Kent Brown | Financial Advisor

7702 E Doubletree Ranch Rd Suite 300, Scottsdale, AZ 85258

480-359-5280

Kent is a Financial Advisor at Stronghold Wealth Partners. With over 5 years of experience, he is here to help individuals and families with their financial goals and needs. Kent is licensed as a fiduciary and is able to help you with different types of retirement accounts that you have. Whether it is a 401k, IRA or Roth IRA it’s important to know how these accounts are taxed when money is taken out in retirement. Also, very important is how you “unwind” or take income from those accounts in retirement. Kent also teaches classes on Social Security and taxes on Social Security in the Scottsdale area.

Below are some areas that you might have questions about:

  • Current 401k questions.
  • Rollover or transfer of old 401k’s, 457’s, or 403b’s.
  • Brokerage account, IRA and Roth IRA questions and management.
  • Social Security and Taxes on Social Security.
  • Retirement income planning.
*Kent can meet with you at his personal Scottsdale office or he can come to your home if that is more convenient for you.
Retirement Level Up

The Employee Network members who sit for a complimentary portfolio review will receive a $10 gift card.

Must ask for Employee Network discount. Please be prepared to present physical or digital membership card in person.

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