Driven by Innovation

Welcome to Target Retirement Services


We are comprehensive financial planners helping you formulate a unified plan. Integrated Financial Services consisting of:

Cash Flow Planning

Investment Planning
Tax Planning and Minimization
Risk Management / Insurance Planning
Retirement Planning / Financial Independence Planning
Investment Planning
Employee Benefit Planning
Stock Option and Equity-Based Compensation Analysis and Planning
Education Planning
Special Needs Planning
Estate Planning
Charitable Giving

Our Services


Model Wealth Portfolios

 Access models from 15+ institutional money managers or design your own models while outsourcing trading.


Optimum Wealth Portfolios

Access mutual fund wrap portfolios featuring more than 10 industry-leading money managers.


Guided Wealth Portfolios

With Guided Wealth Portfolios, we aim to provide you with a diversified portfolio that matches your risk preferences and helps you toward your unique financial goals.


Strategic Asset Management

Create customized portfolios and wrap multiple investment types in one account.


Manager Select

Exclusive strategy with full-time professional supervision.


Personal Wealth Portfolios

Personal Wealth Portfolios help simplify the complex process of investment management. We will work with you to create a unique portfolio that helps address your changing needs over time.


Target Retirement Services

Target Retirement Services, an independent financial firm established in 2009, aims to be diverse in the investment planning sector by first focusing on the client’s precise needs. We have the liberty to advance frames and pursue your goals through specifically tailored strategies and practices. 

With years of in-depth market knowledge, we take an active approach with each client to recommend best practices tailored to your situation.

Each platform offered is unique and provides different strategies. So even if you are a seasonal or first-time investor, there is a platform for you to help bring a sense of clarity to your overall financial goals and position. We are committed to you and your vision and won’t stop working until we get you there.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck’.

Why Work With Target Retirement Services

Target Retirement Services has developed an unrivaled service platform designed for the evolving needs of affluent families, rooted in our core culture:

Years of financial experience

Account Protection

LPL Financial is a member firm of the Securities Investor Protection Corporation (SICP). Membership provides account protection.


Years as an independent financial firm

Client-Driven Services

All-Encompassing, Multiple Discipline Approach, Fiduciary Focused and Personalized Strategies


The mission of Target Retirement Services is to provide each of our clients with independent advice, excellent service, and exceptional products while serving their best interests at all times.


We are not interested in selling you products, we are in the business of serving our clients needs and goals. We have a legal obligation to act in your best interest.


We strive to address your needs today, and for many years to come. We often find throughout the years our clients become some of our closest friends. Together we work through all of life’s challenges and opportunities, helping you.



Request An Appointment 1 hr|Consultation

When it comes to retirement we are here to guide and help you. Our goal is for you to feel empowered.

Contact Us

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you pursue your financial goals. Contact a LPL Financial Advisor To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website:

    Target Retirement Services

    6520 S. Agate Way Chandler, AZ 85249

    Monday – Friday: 9am – 5pm
    Saturday – Sunday: By appointment