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Dream, Plan, Enjoy Your Retirement!

It's all about YOU!

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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Our Services

Our planning is comprehensive and educational, helping you evaluate your choices.
We will work together to achieve your financial goals.

Investment

Investment

Tailor a strategy to each of your goals.

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Retirement

Retirement

Let's "bullet-proof" your 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 to 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.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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More information you can use

What our team has to say:

"Whether it's investments, taxes, social security, medicare, college funding, or your small business, come on in! Let's make a Plan!"

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