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Dream...Plan... Enjoy!

It's all about YOU!

How can we plan today so that you can achieve your current goals and feel confident about your long term financial future?

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Our Services

We are an independent financial firm in Tucson, AZ, with over 40 years' experience creating personalized retirement strategies for individuals, families, and business owners. Our planning is comprehensive and educational, helping you evaluate a variety of choices to build the right plan to provide the financial security to live life on your own terms.

Investment

Investment

Tailor a strategy to each of your goals.

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Retirement

Retirement

Let's "Bullet-Proof" you retirement.

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Estate

Estate

Plan for the security of your loved ones.

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Insurance

Insurance

Dodge the biggest threats of your retirement dreams.

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Women

Women

Become more financially educated and confident.

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Millennials

Millennials

Learn how to set and accomplish your financial goals.

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Ed Slott

Ed Slott

Content from Ed Slott, nationally recognized IRA expert.

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Contact Us

Contact Us

Let's get started!

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We're here for YOU!

We've helped people across the country explore their dreams for retirement, amass the assets they will need to enjoy it, and mitigate the risks that might derail it. We can help you too!

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Helpful content

Curated articles, videos, and more for a financially savvier you. 

<p>When Heirs are Imperfect</p>

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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<p>The Cost of Procrastination</p>

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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<p>Coaches</p>

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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