Retirement Right – Premium Financial Planning
Retirement Right – Premium Financial Planning
Helping Arizona families secure their future with personalized retirement strategies built on integrity, education, and proven expertise.
For over 20 years, Retirement Right has been helping Arizona families navigate the complex world of retirement planning. We're not just financial advisors—we're educators, advocates, and partners in your journey to a secure, fulfilling retirement.
Founded by Michael J. Eberhardt Sr. in 1996, our firm has grown from a single-person practice to a trusted family business serving over 1,500 Arizona families. What hasn't changed is our commitment to putting people first, money second.
Michael Eberhardt becomes an Arizona resident, developing deep knowledge of local retirement needs and regulations.
Michael J. Eberhardt Sr. launches his practice, committed to ethical retirement planning and client education.
Becomes certified instructor with Adult Financial Education Services (AFES), conducting hundreds of free retirement seminars.
Expands services to include estate planning, tax strategies, and long-term care solutions, serving 1,000+ families.
Michael J. Eberhardt Jr. joins the team as Retirement Income Analyst, ensuring continuity of exceptional service.
Over 1,500 Arizona families served, 5,000+ seminar attendees, 20+ years of proven expertise.
Our values aren't just words on a page—they're the foundation of every client relationship.
We believe that each person is innately valuable and worthy of respect. People First, Money Second isn't just a tagline—it's our priority statement.
We conduct our business in a way that is 'above reproach.' Suitability and ethical practices are the foundation of trust.
You deserve communication that is frequent, timely, truthful, and relevant. We're here when you need us.
Great service isn't optional—it's necessary for business excellence. We pursue perfection to catch excellence along the way.
A father-son team combining decades of experience with fresh perspectives.
With over 28 years of experience in retirement and estate planning, Michael has dedicated his career to helping Arizona families achieve financial security and peace of mind. An Arizona resident since 1983, he understands the unique retirement challenges and opportunities facing local families.
Specialties
Michael Jr. specializes in retirement income analysis, helping clients create sustainable withdrawal strategies that maximize their retirement savings while minimizing tax impact. His approach combines analytical rigor with genuine care for clients' well-being.
Specialties
