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
A no-obligation conversation with a fiduciary financial consultant to analyze your situation, answer your questions, and outline clear next steps—with no product sales or pressure.
Or call us directly at (520) 318-4600 to speak with our team.
Fee-Based Fiduciary
20+ Years in Tucson
Tucson-Based
Transparent Fees
We’ll examine your specific scenario from all angles to identify what matters most and where potential problems might arise.
Whether it’s a business exit, inheritance, estate planning, or retirement timing, you’ll get strategies specific to your situation.
Understand how your CPA, attorney, and other professionals should work together to avoid conflicting strategies.
A prioritized action plan, whether you implement it yourself or ask for our help.
Just fiduciary advice in a no-pressure environment.
Our retirement planning review will show you exactly where you stand and what steps you can take to retire with confidence. Schedule your consultation today.
Legally bound to put your interests first, with no hidden commissions or product quotas.
Focus on big events where mistakes are costly: business transitions, inheritances, estate planning, and retirement timing.
Understanding of Arizona tax law, Tucson's small business economy, and the needs of our retiree and snowbird community.
We simplify complex problems so you understand what to do and why.
Test our expertise first. We only charge when you want help with implementation.
We work with your CPA, attorney, and other specialists to ensure everything fits together properly.
“Ironwood asked questions we hadn’t thought of. For the first time, we felt confident about a major decision.” – Tucson Client owner
Nothing. It’s completely complimentary with no obligation. We only charge if you decide you want help with implementation and ongoing planning.
Typically, 45 minutes to an hour, depending on the complexity of your situation.
Just your questions. Relevant documents like business valuations, inheritance paperwork, or account statements are helpful but not required.
We don’t replace your advisors—we coordinate with them. The biggest mistakes happen when legal, tax, and economic strategies aren’t aligned. We help ensure all the pieces work together.
You’ll receive a summary of our discussion and recommended next steps. There’s no pressure to move forward with our services.
We work with clients throughout Arizona and beyond, though our local clients particularly value the face-to-face relationship and community knowledge we provide.
Complex scenarios are what we specialize in. The consultation helps us both determine if we’re the right fit for your needs.
Financial decisions like business sales, inheritances, estate planning, or retirement timing carry consequences that last for years. A conversation with an experienced fiduciary consultant can help you avoid costly mistakes and move forward with confidence.
Or call us directly at (520) 318-4600 to speak with our team.
