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A complimentary 45-minute conversation with a fiduciary financial planner to review your situation, answer your questions, and outline clear next steps—with no product pitches or pressure.

Get Started with Your Financial Planner

Name

Phone

Current investable assets (across all accounts):

What's the biggest financial decision you're facing right now?

Preferred Meeting Format

In-person at Tucson office Video call Either works

Or call us directly at (520) 318-4600 to speak with our team.

Fee-Based Fiduciary

20+ Years in Tucson

Tucson-Based

Transparent Fees

What Happens in Your Retirement Review

Comprehensive situation assessment

We’ll review where you stand today and identify any gaps or opportunities

Answers to your pressing questions

Social Security timing, investment strategy, tax planning, estate considerations

Clear next steps roadmap

A prioritized action plan tailored to your timeline and goals

Fiduciary perspective only

No product sales pitches or hidden agendas—just objective advice.

Trusted Local Expertise Since 2006

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.

“Ironwood took the time to really understand our situation and explain everything in terms we could grasp. For the first time, we feel confident our investments match what we actually need.” – Tucson Client, ages 63 & 65

What to Expect

Common Questions

What does this consultation cost?

Nothing. It’s completely complimentary with no obligations.

How long will it take?

45 minutes to an hour, depending on the complexity of your situation.

What should I bring?

Just your questions. If you have recent statements handy, that’s helpful but not required.

What happens after our meeting?

You’ll receive a written summary of our discussion and recommended next steps. There’s no pressure to move forward unless you feel it’s the right fit.

Do you work with people outside Tucson?

Yes, though we find our local clients particularly value the face-to-face relationship and community knowledge we provide.

Your Financial Future Starts with One Conversation

Schedule your complimentary Retirement Review today and discover what’s possible when you work with a true fiduciary financial planner who puts your interests first.