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

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.

Exposing the Hidden Risks in Private REITS. Should you invest?

One of the biggest risks people take without knowing the risk is investing in Private REIT’s.
 
The attractions are easy to see…
 
…high payouts, glossy outlooks and low volatility.
 
But these investments come with HIGH risks and it’s time to expose them.

Like always, if you’re facing retirement and need a second opinion learn  what makes us different.  We’ll audit your entire strategy and help you determine how to approach and execute your retirement income strategy.

And if you want a further dive into retirement income planning then check out our new training.

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The Role of Life Insurance in Estate Planning

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