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We are an independent financial firm in Tucson, AZ, with over 40 years' experience creating personalized retirement strategies for individuals, families, and business owners. Plan today so that you can achieve your current goals and feel confident about your long term financial future!

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Helpful content

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

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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