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4500 S. Lakeshore Dr.

Suite 342 Tempe AZ 85282

Mon - Fri 8.00 - 5.00

Saturday and Sunday closed

+1 480-699-5540

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Relocation to AZ

Phoenix is growing at a rapid pace and is now the fifth largest city in the United States! What makes Phoenix such an attractive area? There are four main reasons the metro Phoenix area continues to be one of the top relocation destinations in the U.S. The top reason is the strong job market. Several large technology and manufacturing companies have built significant operations in our state that continues to drive job growth. And of course, we have beautiful landscapes and consistently good weather (if you can stand the summer heat). Another factor is home affordability. Phoenix, and all of Arizona, has wonderful recreational activities and cultural sites.                                                              

Where else in America can you wear shorts and t-shirts and then drive a couple of hours and go snow skiing all in the same day? And of course we are a major sports town with the Arizona Cardinals, Phoenix Suns, Arizona Diamondbacks, Phoenix Coyotes, and Arizona State University all located in The Valley Of The Sun!

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Phoenix Residential Real Estate

The metro Phoenix area has a lot to offer in terms of choice of homes. Scottsdale and North Phoenix are known for high-end, luxury homes. Chandler and Gilbert offer large, newer homes on large lots. Mesa is a great place for traditional suburban neighborhoods that are well kept and few HOAs to deal with. Within each of these cities you’ll find lots of variety.

Trusted Professionals You Will Need After Relocating

When you relocate there are number of local, expert professionals you will want to add to your Team of Trusted Professionals:

Real Estate

  • Realtor
  • Mortgage Lender
  • Insurance (home & auto)
  • Solar Panel/Energy Efficiency
  • HVAC

Financial & Tax

  • Financial Planning & Investments
  • CPA
  • Life Insurance
  • Personal Banker
  • Health Insurance (group and individual)

Family Healthcare

  • Doctors/Physicians
  • Dentists
  • Chiropractor
  • Meditation Coach
  • Counseling Services

Trades Professionals

  • Auto Repair
  • Pool Service
  • Pest Control
  • Home Cleaning
  • Plumbing
Larson Wealth Management can help you with some of these items. For the services we don’t offer, we have existing relationships with skilled professionals that we personally know and trust. We are happy to provide a referral upon request.
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Rollover Your 401(K) Balance

If your relocation involves changing employers then you will also want to strongly consider moving your 401(k) account balance into a Rollover IRA. Even if you have the option to leave it in the plan there is typically not much reason to do so. Here are some of the benefits of rolling over your funds to an IRA:
1. Broader range of investment options
2. Greater ability to change investment strategies
3. Greater ability to hedge downside risk
4. Access to professional asset management
5. Access to personal financial planning services
We can provide you with a proposal that shows how we would invest your funds, the performance history, and the costs associated with rolling over your 401(k) Plan balance to an IRA managed by Larson Wealth Management.

FREE FINANCIAL PLAN IF YOU ROLLOVER MORE THAN $100,000!

Our normal one-time financial planning fee ranges from $1,000 – $2,500. If you rollover a balance greater than $100,000
to our management services then we will waive this fee for your comprehensive financial plan!
ARE YOU READY TO ROLLOVER YOUR 401(K) BALANCE TO AN IRA?

Getting started is easy. The first step is to let us know how we can help you. Just fill out the simple contact form below and we will be in touch with you right away – or just call us at 480-699-5540

Click here to schedule a free initial consultation to discuss your retirement planning needs:
Larson Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where LarsonWealth Management and its representatives are properly licensed or exempted. This website/information has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. No advice may be rendered by LarsonWealth Management unless a client services agreement has been properly executed. This website/information should not be construed as legal or tax advice, nor is it intended to replace the advice of a qualified attorney or tax advisor.
Third-party custody services are provided by SEI Private Trust Company (www.seic.com) and Interactive Brokers Inc. (www.interactivebrokers.com). Larson Wealth Management, LLC is independent of all custodians and has no legal affiliation with any asset custodian. These third-party custodians are compensated according to their own fee schedules that are separate from fees charged by Larson Wealth Management, LLC. No compensation is paid by these custodians to Larson Wealth Management.
*Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Investments in securities involves risk. Securities are not FDIC insured, are not guaranteed by any bank, and are not insured by any state or federal agency. Securities may lose value, including loss of principal. Past performance of any security or index is not a guarantee of future investment performance.
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Larson Wealth Management is an independent Registered Investment Advisor (RIA). 

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Don C. Larson, CFP®, MBA