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FINANCIAL services to fit your unique needs 

Financial Planning and Investment Advice in Tucson, Arizona, Dublin, Ohio, and Westlake, Ohio


Comprehensive Fee-Only Financial Planning

Our comprehensive financial planning service delivers savings and peace of mind. We’ll work with you on a comprehensive basis to guide you to financial freedom. During the initial year of our partnership we meet six to eight times to create and implement your financial plan. Our general process includes:

  • Goal Setting
  • Money Management and Spending Plans
  • Tax Preparation and Planning
  • Portfolio and Real Estate Analysis
  • Investment Strategy and Implementation
  • Insurance Analysis and Review
  • Estate Planning Review
  • Retirement Planning
  • Strategic Business Planning
  • College Funding and Education Planning

Financial Tune-up

This program is designed to “cure” what ails your personal finances and addresses specific financial problems you may have. We offer a limited number of meetings in order to address the issues you may be facing to get you back on the right financial path.

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