We were founded in 1980 as an independent investment/insurance management and financial planning firm specializing in helping clients and their families thoughtfully invest for their long-term financial goals. We offer comprehensive, objective advisory and investment services to families and individuals across the United States.
In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting objective recommendations and impartial guidance based directly on your needs and goals. Our guiding principle is to put our client’s interests first. The advice we give is entirely based on what we believe to be best for our clients. Many advisor and investment brokers are compensated by mutual fund or insurance companies, so it is difficult to know the motivations behind the investment advice given.
We are a fee-based investment management and financial planning firm located in Tucson, AZ and San Diego, CA. As a fee-based firm, we have a fiduciary duty to act and provide advice in your best interest.
- Have a full-time fiduciary responsibility to our advisory clients.
- Provide financial planning and investment advice without an agenda or sales quota.
- Are a private, locally-owned company. We are not owned by a brokerage, bank, or insurance company.
- Are transparent and explicitly disclose all fees to the client.
- Do not earn commissions by selling products. We don’t have sales quotas, production-linked titles, bonuses, or incentive trips for reaching a specific level of sales.
We are dedicated to providing our clients with excellent service at all times. We feel that building strong relationships between clients and their financial professionals is an integral part of developing a successful financial strategy.