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333 North Wilmot Road | Suite 340 | Tucson, AZ 85711
Tel: 520.512.8832 | Fax: 520.512.8833


Our Process

Our unique process can benefit your unique situation.

Our unique process is designed to help our clients achieve simplicity and confidence to and through their retirement years.  It’s focused around 5 key areas of your current financial life.  Because making smarter choices about your money impacts the quality of your life.


We’ll help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.  This includes:

  • Social Security Maximization
  • Income & Expense Analysis
  • Inflation Plan
  • Spousal Plan


Once your income plan is established, we’ll create an investment plan for the remaining assets that you do not need to draw from month to month.  This includes:

  • Assessing your Risk Tolerance
  • Adjusting your portfolio to reduce or eliminate fees
  • Evaluate ways to reduce risk while still accomplishing your goals
  • Comprehensive Institutional Money Management


Any comprehensive Retirement Plan will include a strategy for addressing taxes.  By working collaboratively with a qualified Certified Public Accountant (CPA), our goal will be to help you:

  • Assess the taxable nature of your current holdings
  • Strategize ways to include tax-deferred or tax-free money in your plan
  • Strategize which tax category to draw income from first to reduce tax burden
  • Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries 


We’ll create a plan designed to help you protect yourself against rising healthcare costs. By working collaboratively with a qualified Health Insurance Agent, our goal will be to help you:

  • Look at all aspects of Medicare, Parts A, B and D
  • Analyze strategies for a Long-Term Care Plan


It’s important to make sure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes.  By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:

  • Maximize your estate and income tax planning opportunities
  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
  • Protect your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death