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Resources

Here are some useful resources to help you:

Useful Websites


Taxes:

  • Internal Revenue Service
  • California Franchise Tax Board


Government Agencies:

  • Social Security Administration
  • Medicare


News:

  • The Wall Street Journal
  • New York Times


Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator


Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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Contact info

  •   20 E. Thomas Road, Suite 2200, Phoenix, AZ 85012
  •   (800) 215-LIFE
  •   info@215.LIFE

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215 Advisors, LLC, is a Registered Investment Advisor in California and Arizona CRD #282981. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. 215 Advisors, LLC does not provide tax or legal advice. We collaborate with and may provide referrals to independent (local and national) third-party tax and legal professionals or other independent subject matter experts or specialist firms through our team-based model process. All independent third-party professional, subject matter expert or specialist firm due diligence and selection is the client's personal duty and responsibility. There are no warranties or guarantees, expressed or implied, for the acts, omissions, actions, inaction, advice, results or outcomes of independent third-party professionals, subject matter experts or specialist firms. Awards, associations and affiliations listed do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. We may provide links from our site to other sites on the Internet for your convenience in locating investment-related and other information and services. These sites are maintained by independent third parties over which we exercise no control, and we do not endorse or sponsor such third parties or their web sites, and are not necessarily affiliated with any such third party. Accordingly we expressly disclaim any responsibility for the content, the accuracy of the information, and the availability of and/or quality of products or services provided by or advertised on these third-party Web sites. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past performance or results are an indication of future performance or results. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. Joel Beyer is a licensed life insurance agent in CA #0776081 and AZ #1546247. Ed McKelvey is a licensed life insurance agent in CA #OB36650 and AZ #2613058. 

215 Advisors, LLC is concerned about your right to privacy. When you visit our website, the following data may be collected:
•    The type of browser used
•    Geographical region the connection is originating from
•    Date and time of the connection
•    Pages visited during the connection
•    Date and time the connection was severed

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please email us at info@215.life.

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