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Our Story

The world of retirement, the economy, taxes and social security is confusing.  It's enough that we need to excel in a career, take care of our families and try and save for the future but are we then expected to become financial wizards as well?  This industry is so complex that even current financial advisors who don't take the time to study markets, the economy and available retirement strategies could possibly miss things.  

 

Retirement Level Up looks to put a magnifying lens on the industry and dive deeper into the areas of retirement, the economy, taxes, social security and services by interviewing various individuals and experts in their respective fields. With additional education we can make more confident, informed decisions and take our retirement to the next level.

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Meet the Host

Kent Brown

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Host and Founder

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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?"

 

Click on "Level Up" to setup a free retirement evaluation today.

Kent and his wife Athenea have been married over 20 years and have four amazing children.  Kent enjoys spending time with his family on trips, fishing and the Phoenix Suns/Arizona Cardinals.  If there is one thing in life that will bring someone happiness and fullfillment it's learning to serve and love your family.

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Contact Us

Address

7702 E Doubletree Ranch Rd 

Suite 300

Scottsdale, AZ 85258

Contact

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