We are Registered Representatives with Centaurus Financial, Inc., a highly respected Independent Broker-Dealer that offers a selection of investment products, insurance products and financial services. Unlike many Insurance Company owned Broker-Dealers and traditional Wall Street Firms where “captive” agents and brokers promote “in-house” or “proprietary” products, we have NO in-house or proprietary products to suggest or recommend. We only offer what works BEST for our clients based on their individual goals, risk tolerance, investment objectives and time horizon. The licenses we hold require us to operate under a fiduciary standard.
Complete the form or contact us directly to answer your questions. We are here to help you understand how you can properly use the 72(t) strategy to access your retirement money before age 59½ penalty-free.
1 (844) PROF-72(t)
Monday – Friday, 9am – 6pm
72(t) Early Retirement Support and we’ll get back to you as soon as possible.
72tSpecialist@spivakfinancial.com
8753 E. Bell Road
Suite #101
Scottsdale, AZ 85260