1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
Ready to retire with confidence and enjoy your future? We can help.
Fiduciary Planners
At Ironwood Financial we believe in the fiduciary duty. It’s an oath we took to put our clients’ interests above our own and it’s a standard that we believe all Tucson retirees deserve.
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.
It’s about your life, not just your money. So let’s start there.
Driven By Principle
Relationship First
Our clients experience a relationship based on deep understanding and mutual respect. Such relationships are, in our experience, fundamental to the success of every wealth management plan. and we strive to make sure that we truly understand your values, goals and vision for the future.
History Over Fads
With over 20 years of investment experience, we’ve provided wealth management for clients through a wide range of market conditions. This track record of experience continues to expand our prudent approach and long-term perspective so we focus on what works over, what sounds good in the moment.
Fiduciary Responsibility
At Ironwood we take our fiduciary duty seriously and work to be on the same team as our clients. In contrast to the big investment house quotas and “house approved” investments, which put the firm first, we built our firm around the goals of the client. We use a team effort based on ongoing conversations, tailored advice and transparency.
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Copyright © 2021 · Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.