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Wealth Managers who genuinely care about you.

Ensuring you're prepared for life's journey.

"Aligning your financial goals with your values and priorities"

We want to ensure that you feel truly understood

We understand that it's not just about having a great portfolio or retirement plan. Our goal is to ensure that you feel completely confident and satisfied with our process. We believe that providing complete transparency and keeping you well-informed, as well as educating you along the way, is an essential part of the journey.

Happy Couple in Retirement

Wealth for a Meaningful Retriement

®

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Your friendly neighborhood fee-only advisors. 

Fee-Only Wealth Managers designing life plans for clients in Tucson, Arizona, as well as clients throughout Arizona and across the country.

What people want to know

Upcoming Workshop:

Maximize Your Social Security Income.

Important Questions to consider:

  1. When should I claim?

  2. Can I get benefits from my ex?

  3. What if I'm self-employed?

  4. Can my children get benefits?

  5. What about dependents with disabilities?

  6. How will my pension impact my benefits?

The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions(1). With help from an RSSA, you can get the money you have earned and are entitled to.

(1) https://www.cbsnews.com/news/study-says-retirees-lose-more-than-100k-by-claiming-social-security-at-the-wrong-time/

Empowering families like yours to create, Wealth for a Meaningful Retirement 

®

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