Kea Retirement Solutions

11/26/2025

Words fail to adequately convey the profound gratitude I feel… to each and everyone that donated Thank You!
We delivered a new record 145 pies 🥧 ❤️🥧

11/24/2025

11/23/2025

Kea Retirement Solutions is collecting pies to help our local The Salvation Army Sierra Vista Corps. We will be in the office Monday and Tuesday until 5pm each day, bring a pie and say Hi to Rosie, Nancy or Brandy.

Wishing you and your family a blessed Thanksgiving! 🥧🥰🥧🥰🥧🥰🥧🥰🥧

11/12/2025

The 2025 RMD Deadline is Approaching

The 2025 Required Minimum Distribution deadline is quickly approaching, and Kea Retirement Solutions would like to remind you that all paperwork must be complete and in good order prior to year end. To ensure a smooth process we suggest making sure your paperwork is received no later than Friday, December 12, 2025.


To ensure proper submission, avoid these common omissions:

Incomplete signatures (if the policy is joint owned, missing non-natural owner titles such as “Trustee”, “POA” or a business title)
Not including a copy of a voided check for systematic withdrawals
Not providing a start date
Requesting a penalty free RMD without the RMD rider on the policy
Missing a tax election.


If you have any questions regarding RMDs, please contact the Office at 1-520-335-6755.

09/11/2025

At Kea Retirement Solutions, we gladly accept all forms of payment; cash, checks, credit cards and banana bread.
Thank you to our wonderful client Ms. Patty for this very special treat.

08/01/2025

To all my warriors, please consider donating to this great cause.

BNI SoZona's Pins for a Purpose Bowl-a-thon

06/02/2025

A good retirement strategy isn't just about saving. It's about being prepared for the unexpected too. 🔍 Read more about recovering from unexpected retirement expenses in retirement!

As you approach retirement, you might envision a life of leisure and financial stability. However, the reality often includes unforeseen expenses that can derail even the most carefully laid plans.

05/30/2025

Feeling in control of your financial journey toward is empowering. 💥 For many, connecting with a financial professional provides that clarity. Do you want to be part of the 80% of retirees who feel confident in their future? Let's talk!

Feeling confident about your financial future, especially when it comes to retirement, is a significant weight off your shoulders. It's empowering to envision those years ahead knowing you'll have the resources to enjoy them fully. Many people find that partnering with a financial professional bring...

05/28/2025

Curious how a small change could potentially reshape your financial future? Discover how financial professionals spot opportunities others might miss. 🏔️ It's not just about savings - it's about smart growth. 🧗

Picture this: You've got a steady job, a nice home, and a growing 401(k). You're doing well, right? But what if you could be doing great? A recent study suggests there's a key difference between those who are financially comfortable and those who achieve true wealth and the secret is not what you mi...

05/26/2025

Discover how forward-thinking parents and grandparents are revolutionizing trust funds with things like incentive-based structures rewarding educational milestones. Let's explore ways to rethink trust funds for the next generation!

As parents and grandparents, we often wonder how we can best prepare our children for the financial challenges that lie ahead. How can financial foresight truly secure our children's or grandchildren's futures? What innovative strategies are families using to ensure financial independence for their....

05/23/2025

Instead of chasing market predictions, consider building your financial "ark" instead. Let's focus on long-term resilience.

Trying to time the market perfectly is a common urge, but, it's a bit like trying to predict the exact moment a raindrop will fall. It sounds good in theory, but in practice, it's incredibly difficult and often pointless. Instead of focusing on these unpredictable short-term forecasts, the real powe...

05/21/2025

Ever wonder if you should manage your money yourself or get some help? 🤔 Both have their pluses and minuses. DIY can feel empowering, but sometimes having a professional in your corner can save you time (and maybe a few headaches!). It's all about finding what fits your life and goals. What are your thoughts? 👇

Navigating your money choices comes down to doing it yourself or working with a financial professional. Doing it yourself gives you control, but it takes a lot of your time to learn and manage things. You might also make choices based on feelings or miss out on smart ways to grow your money because....