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!

Let's Talk

We would love to hear from you!

Take Our Retirement Survey

Our Services

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

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!

Contact Us

Helpful content

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

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
Learn More
Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
Learn More
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?”
Learn More

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!"