Broker Check

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!

Meet Our Team

Schedule a Complimentary Consultation Below


Helpful content

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

The Best Apps in Travel

The Best Apps in Travel

Technology tips to make your next trip even better.
Learn More
Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn More
The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.
Learn More

More information you can use