Wealth Management Resources LLC, headquartered in Gilbert, Arizona, with an additional office in Englewood, Colorado, is an independent financial services firm specializing in personalized retirement strategies. Founded by Geoffrey Johnson, IAR, RICP®, the firm emphasizes a three-step approach: Discover, Evaluate, and Plan, to help clients achieve their unique retirement goals. Their services encompass retirement income planning, life insurance, Medicare solutions, and long-term care strategies, utilizing a variety of investment and insurance products tailored to individual needs. The team includes professionals like Lisa Convery, a Medicare Solutions Professional, and Lindsay Unsell, Executive Assistant, who contribute to the firm’s client-centric philosophy. Wealth Management Resources also offers educational workshops to address common financial concerns about retirement, such as income sufficiency and healthcare costs. Operating independently of Wealth Management Advisors, Inc., a Registered Investment Adviser, the firm is committed to providing transparent, client-focused financial guidance.