How can we plan today so that you can achieve your current goals and feel confident about your long term financial future?
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.
Tailor a strategy to each of your goals.
Let's "Bullet-Proof" you retirement.
Plan for the security of your loved ones.
Dodge the biggest threats of your retirement dreams.
Become more financially educated and confident.
Learn how to set and accomplish your financial goals.
Content from Ed Slott, nationally recognized IRA expert.
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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!
Curated articles, videos, and more for a financially savvier you.
When Heirs are Imperfect
The Cost of Procrastination
Finding the Balance
Retirement and Quality of Life
"Whether it's investments, taxes, social security, medicare, college funding, or your small business, come on in! Let's make a Plan!"
Certified Financial Planner™