Overview

We run a thriving fee-based only practice servicing Greater Tucson & Metro Phoenix areas as well as clients throughout Arizona and all over the country. We specialize in financial planning services, retirement, wealth management which is 100% fee-based. Our life insurance, annuities, and long term care business is commissionable. We also have a great third party team to assist us with all estate situations and tax strategies for our clients. Our average client is near or in retirement but we have close relationships with their beneficiaries to ensure continuity for the practice for years to come. If you are considering selling your practice, looking for a successor, or are wanting to merge with a strong outfit looking to grow substantially, please don't hesitate to reach out to us.

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