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Individual Retirement Planning Consultations

Active

State & Local

Response Deadline09/25/2026, 09:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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This subcontract for Individual Retirement Planning Consultations involves providing confidential, one-on-one financial advisory services for prime contractors on Gilbert Public Schools retirement projects. The selected provider will evaluate employees' current financial standing, determine budgetary goals and risk tolerance, and utilize specialized software to create customized savings and income strategies. The contract requires the provider to hold a Certified Financial Planner (CFP) or equivalent certification and strictly adhere to fiduciary standards. This opportunity is listed under NAICS code 523110 and is managed by the Purchasing agency in Arizona, with a response deadline of September 25, 2026.

General Info

CFP-certified provider offers retirement planning consultations for Gilbert Public Schools by September 25, 2026.

Agency

Arizona → PurchasingView Agency

NAICS

523110 - Investment Banking and Securities DealingView NAICS

Place of Performance

AZ, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-17-31.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Retirement Financial Advisory Services

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

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Timeline

PostedSep 4

subcontract

Response DeadlineSep 25

Submission deadline

Response Deadline

09/25/2026, 09:00:00 PM UTCin 19 days

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Organization & Contact Information

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AgencyArizona → Purchasing

ContactsNo contacts available

OfficeN/A

Organization / Agency

Arizona → Purchasing

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs confidential, one-on-one financial consultations for prime contractors on Gilbert Public Schools retirement projects. Reviews employees' current financial status, assesses budgetary goals and investment risk tolerance, and develops customized savings and income strategies using financial planning software. Requires Certified Financial Planner (CFP) or equivalent certification and adherence to fiduciary standards. Delivers individualized retirement plans.

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