Tier 1 Wealth Group

Tier 1 Wealth Group Tier 1 Wealth Group provides education for life, health and retirement planning needs.

Tier One Wealth Group is a partnership of former Special Operations military members who are now fighting for your finances using deliberate, precise planning to ensure your finances are secure, and your family is protected. We only partner with A rated, top tier carriers and the best products available to our clients.

06/09/2025

This article brought to attention market timing and decisions that affect you in your senior years, some.of it was self induced, but could be avoided without putting your retirement into a risky prospect. Read below, then contact us for how to avoid this conundrum. Article on comments!

05/28/2025

$1.2 Million is being transferred—and here’s why she didn’t hesitate.

Our newest client is moving $1.2 MILLION out of her old financial firm and into a fixed indexed annuity that gives her something she’s never had before:

Clarity. Control. Confidence.

She lost over $100,000 this year in the market… and when she called for answers, she got the runaround.

So we introduced her to a retirement solution built on something called the Protected Income Value (PIV)—and that changed everything.

What’s the PIV?

It’s not just an account balance.
It’s a specially tracked value used to determine your guaranteed lifetime income.

And it’s built to grow stronger over time.

Here’s how it works:

1. 150% Interest Bonus
Each year your account earns interest from your selected index, the PIV gets credited with 150% of that return.

Earn 4%? You get 6% credited toward your income value.

2. Income That Can Increase for Life
Once income begins (typically after 10 years), your retirement paycheck can go up every year your index performs.

That means your income has built-in inflation protection—without any market risk.

3. Double Income for Health Needs
If she ever ends up in the hospital or needs assistance with daily activities, her income can double to help cover care expenses—no medical exam required.

4. Zero Market Losses. Ever.
Her money is protected. Even if the market tanks, her principal and previously credited earnings are locked in.

She said, “This finally makes me feel like I’m in control of my retirement again.”

If your current strategy can’t do all this…

Message us the word “RETIRE” and we’ll walk you through the exact steps.

Peace of mind is one decision away.

12/28/2024

While you are wrapping up your 2024 and making sure your paperwork is all correct for your taxes and whatnot don't forget to check these things on your life insurance policies and retirement accounts.

✅ are your beneficiaries still the right person?
✅ double check beneficiary contact info
✅ make sure your contact info is still correct
✅ check your allocations (how and where your money is performing)
✅ correct agent/advisor contact info
✅ do you need a contingent owner?
✅ do you need a contingent beneficiary?
✅ should the policy/ account be in a trust at this point?
✅ do you have enough life insurance?
✅ do you have too much life insurance?
✅ should you convert some of your term life insurance to permanent?

At Tier 1 Wealth Group, we are dedicated to securing your financial future with precision and care. Our team, composed o...
11/07/2024

At Tier 1 Wealth Group, we are dedicated to securing your financial future with precision and care. Our team, composed of former Special Operations military members, ensures your family's protection and access to premium financial products. Your future deserves a strategic approach—reach new heights with us today!

🌟 Dreaming of a Tax-Free Retirement? 🌟 It's not just a dream for those aged 40-65+! Whether you're looking to create, gr...
05/13/2024

🌟 Dreaming of a Tax-Free Retirement? 🌟 It's not just a dream for those aged 40-65+! Whether you're looking to create, grow, or preserve your wealth, our strategies are tailored to help you enjoy your golden years worry-free and fully. Let's turn your retirement dreams into reality, with savvy, tax-efficient planning. "

We are hiring. Looking for commission based sales reps for life and health insurance. We provide nationwide leads, organ...
05/12/2024

We are hiring. Looking for commission based sales reps for life and health insurance. We provide nationwide leads, organic to us, licensing ans training. If you're looking for an agency to hang your hat, earn a great living with hard work and integrity, reach out! Comment " info" below!

Are you ready to experience the power of zero percent? Let Tier One Wealth Group show you how to maximize your retiremen...
05/11/2024

Are you ready to experience the power of zero percent? Let Tier One Wealth Group show you how to maximize your retirement savings with tax-advantaged planning.

🌟 Dreaming of a Tax-Free Retirement? 🌟 It's not just a dream for those aged 50-65! Whether you're looking to create, gro...
05/11/2024

🌟 Dreaming of a Tax-Free Retirement? 🌟 It's not just a dream for those aged 50-65! Whether you're looking to create, grow, or preserve your wealth, our strategies are tailored to help you enjoy your golden years worry-free and fully. Let's turn your retirement dreams into reality, with savvy, tax-efficient planning. "

Say goodbye to market anxiety and hello to a secure retirement with Tier One Wealth Group's tax-advantaged planning services.

Today, let's embark on a linguistic adventure and select our "Word of the Day." Inspired by my passion for financial fre...
05/11/2024

Today, let's embark on a linguistic adventure and select our "Word of the Day." Inspired by my passion for financial freedom, my word is "Prosperity." Encompassing both growth and success, it reflects the essence of our financial journeys. Share your own transformative word in the comments below. What drives your ambition today?

Address

Mesa, AZ
85205

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 3pm
Friday 7am - 2pm
Saturday 8am - 12pm

Telephone

+13604648817

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