We wake up every single day with a simple passion: to inspire people to prepare for one the most important days of their life…The day they retire.

Our Principles

The Fiduciary Standard

Often times, retirement becomes a huge stress because you don’t know who to trust and you can’t afford to make any mistakes. The last thing you want is to be facing retirement without a plan, or by getting half way through and having your life fall apart.

Life is already hard enough.

That’s why we're so passionate about the fiduciary standard.

It’s an oath we took to put our clients interest before our own. Not only ethically, but legally too. It makes sure that there aren't any conflicts of interest in our relationship and allows us to truly work as partners to reach your goals.

"That's why we've built our process to put you first, no matter what. We want to know what drives you, what your values are, and what you really want in life so we can help you achieve those goals and help you thrive in retirement."

That’s why our mission is to be a force for good in Tucson by educating and inspiring people like you to achieve freedom in your financial life. To give you the tools, guidance, and inspiration to live life how you want and with the freedom you deserve.

It’s time you had a chance to get a partner who is focused on your goals and what you want, over the biased advice often found in the "name brand" advisories. Even if you end up doing everything on your own, you deserve to know the truth.

That’s why we help you create a real, tangible plan before we ever take a fee or take over an account.

We believe that our work speaks for itself.

What's Next?

It's Time For Action

If any of this sounds like you then it might be time to take action and meet with our team.

  • Do you worry about running out of money in retirement?
  • Do you wonder if you have enough saved to retire comfortably?
  • Are you concerned with getting the right advice versus falling prey to sales tactics and plans that aren’t centered on your best interests?
  • Are you wondering if you can afford to travel with your spouse but don’t know if your investments will hold up?
  • Do you find yourself scattering your investments all over the place because you don't know who to trust?
  • Are you being told by all these different brokers and annuity salesman that you need to invest with them to protect your retirement but wonder if that’s really the safest way to go?
  • And finally, do you wish that you could create a way to get the kind of returns and long term gains that will allow you to have a great retirement and still leave a legacy to your heirs?

If any of that sounds like you, then you might be a good fit for our practice. Those are some of the core fears, concerns and stresses we help our clients overcome.

If you want to learn more about why we are different and what we think is the right thing to do, then get in touch with us, or learn more about our exclusive financial planning process.

We look forward to learning more about you and helping you reach your goals.

Sincerely,

The Ironwood Team