1926 E. Fort Lowell Rd Suite 100

Tucson, AZ 85719

520-318-4600

Contact Us

Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ

Tucson Financial Blog

Talk To Us First

Are you not quite ready to book an appointment? The best place to start is talking to our teams so we can point you in the right direction.

Get a Free Retirement Income Plan

Are you trying to retire and need to know where you stand? Then, it’s time to figure out where you want to go and if you can get there.

Get a Free Annuity Review

Do you have questions about annuities, either ones you own or are looking at investing in? We can help.

Get a Free Financial Plan

Are you trying to retire and need to know where you stand? Then, it’s time to figure out where you want to go and if you can get there.

Request Your Appointment

Duis aute irure dolor in reprehenderit in voluptate velit ess

The Ironwood Recap – Market Update – January 29, 2025

The markets have continued to be relatively positive except for the this week with the new challenge from a Chinese AI startup.  We continue to focus on the Fed and their actions as what we expect to be one of the primary drivers of the stock market in 2025.  The

Read More
the role of life insurance in estate planning

The Role of Life Insurance in Estate Planning

Did you know that 60% of Americans haven’t updated their estate plans in the last five years, and many don’t have the life insurance needed to protect their families?
This is a common issue in estate planning, and without the right life insurance, your loved ones might face hefty

Read More
guardianship and estate planning securing your childrens future

Guardianship and Estate Planning: Securing Your Children’s Future

Guardianship and estate planning are like a safety net beneath a tightrope.
Without them, one unexpected event—a sudden accident or illness—could uncertain your children’s future.
With the right plan in place, however, your family can move forward confidently, knowing your children will be supported by the people you

Read More
digital assets in estate planning protecting your online legacy

Digital Assets in Estate Planning: Protecting Your Online Legacy

“After my father passed, we spent months trying to recover his digital accounts. The bank, his email, and even his social media were all locked. We never recovered his cryptocurrency—it was gone forever.”
This is a typical story that happens to many families.
Digital assets, such as online

Read More
estate planning for business owners protecting your business legacy

Estate Planning for Business Owners: Protecting Your Business Legacy

Imagine this: You’ve spent years building your business, carefully guiding it through ups and downs, and making countless decisions.
But as you approach retirement, a big question arises—will your business continue to thrive without you?
With the right estate plan, all your hard work could lead to clarity

Read More