About Pressler Retirement Planning, LLC
Choosing a financial partner is about far more than just finances. Here at Pressler Retirement Planning, LLC, we take pride in the options and services we offer our clients.
Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.
Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Our primary focus is to assist those planning for, entering into or already in retirement to make that transition smoothly.
Meet Rex Pressler
Rex Pressler has been helping seniors save hundreds of thousands of dollars in Federal and State Income Tax and helping them protect their assets for over 25 years. His practice focuses on helping retirees and those about to retire protect their principal and insure that their money lasts a lifetime.
Rex specializes in creating innovative tax and investment solutions to help his clients “Live Well” during their retirement years. This may include significant tax reduction on retirement plans, leaving more money available for his clients enjoyment, or it could mean portfolio optimization techniques that guarantee your principal while simultaneously maximizing growth opportunities. It also may include income optimization strategies, which guarantees your income while keeping your tax liability to a minimum. Ultimately, Res offers a comprehensive plan to provide you the financial protection and guidance you need, exactly when you need it most.
Rex graduated from Wayne State College with a degree in Investment management and moved to Arizona 21 years ago from Nebraska. He lives in Phoenix with his wife Cindy and their two children, miniature schnauzer and red tabby cat.
Meet Donald B. Henthorne
Don started his career in the insurance business in 1969 working in the Medicare market. In1978, he moved to Phoenix, Arizona after being appointed Regional Director for Reliable Life & Casualty Company. All products were geared to the senior market. His territories included Arizona, New Mexico and Nevada.
In the years following, Don has had his own insurance agency working in the senior market. In 1999, Don met Rex Pressler, and they started working together. When Rex opened Pressler Retirement Planning in 2009, Don was invited to join him, bringing his expertise in the Medicare Market, Medicare Supplements, nursing homes, Medicare Advantage and Drug Plans.
Don was one of nine children born in La Crosse, Wisconsin. After graduating Logan High School, he served four years in the United States Air Force. Don and his wife, Joyce, have been married for 38 years. Joyce is a registered nurse in Scottsdale, Arizona. They have two sons, David and Kevin, and daughter, Barbara. They have five grandchildren.
Meet Karen Cooley
Arizona Certified Legal Document Preparer
Karen spent 20 years working as a paralegal for various Arizona attorneys before becoming certified by the Supreme Court of Arizona to independently prepare legal documents in 2003. She takes pride in preparing quality legal documents at reasonable prices to provide the best possible value to her clients. Her primary focus is in the preparation of various estate-planning documents, including:
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Living Wills
- Powers of Attorney
Karen lives in Sun City with her husband, Ronald Cooley (an Arizona attorney,) and two cats. She has one son and “the most beautiful granddaughter you’ve ever seen.”
Karen works predominantly in the Sun Cities area and is available to meet with you at Rex Pressler’s office or in the convenience of your home. Contact Karen today at (623) 910-8771 or atValleywideLegalDocuments@cox.net
Meet Jerry McBride
Taxes & Accounting
Jerry graduated from the University of Northern Iowa with a BS in accounting. He moved to Arizona in 1971 and worked as a controller for two private construction companies for nine years before becoming a public accountant. Jerry owned and operated an accounting and tax practice for twenty years before joining Steven O. Jay, CPA, in Northwest Valley to offer tax, accounting and consulting services. Jerry is married with five children, eight grandchildren and one great-grandchild.
Contact Jerry today at 623-979-1200 to discuss your tax and accounting needs.