Who We Serve
Key Financial Priorities Navigating Your Financial Peak
Saving and Growing Wealth:
With higher income potential, now is the time to maximize savings, invest wisely, and grow your retirement fund. Taking advantage of peak earning years allows you to create a financial cushion that will support future goals.
Balancing Family and Future Expenses:
Your career path is just taking off, and job stability is crucial. Setting up a budget, building an emergency fund, and creating a savings plan for larger purchases or travel adventures can give you the flexibility to focus on advancing in your career.
Preparing for Retirement:
These years are often filled with major life changes, from moving into your own place to starting a family. Setting financial goals for each stage—whether it’s purchasing a home, managing student debt, or planning for children—can help you enjoy these moments without unnecessary financial stress.
Living Fully Along the Way
Financial planning doesn’t mean sacrificing enjoyment. Whether you’re single or have a family, it’s important to continue living life to the fullest—taking vacations, pursuing hobbies, and spending time with loved ones. For singles, it’s also essential to build a supportive network for future life stages, ensuring both companionship in adventures and support as life changes.
Between the ages of 30 and 61, many people experience their peak income years. This is a time for building wealth, balancing current expenses, and planning for the future. Whether you're managing a family, planning for education expenses, or considering retirement, these years are crucial for creating a secure financial foundation that aligns with your life goals.
Who
Our customized approach differs from the standard, so you won’t see requirements like minimum investment amounts here. We’re ideally suited to work with:
- Individuals who value a trusted partnership with their advisor
- Those committed to taking a proactive approach to their financial future
- Owners of family-owned or privately held businesses
- Families preparing for retirement
- People with a mindset of abundance and growth
When
This is the perfect moment to consider hiring an advisor. Many clients reach out when they encounter situations like these:
- Increasing responsibilities at work or within your family
- Facing a high tax burden
- Lacking clear financial targets and goals
- Feeling uncertain about or behind on retirement savings
- Experiencing stress related to money
Why
We believe people achieve better financial outcomes when they work with a fiduciary adviser. Partnering with a knowledgeable adviser can help clients stay focused on long-term goals. Beyond investment performance, an adviser can help you:
- Receive guidance to feel informed and in control of your finances.
- Consider factors beyond just rate of return
- Build a comprehensive strategy, not just select individual products
- Lower financial stress
Where
Being local isn’t a requirement. Our clients range from those here in Tucson to others across Arizona and throughout the country. We’re happy to meet in person at our Tucson office, travel to out-of-town clients when possible, and leverage technology to stay closely connected, no matter where you’re located.
Ready to Plan Your Future?
We’re here to guide you in making the most of your peak earning years. From managing investments to creating retirement plans, our team can help you design a financial roadmap that balances current enjoyment with future security. Let’s build your plan
Other Age Groups
18-29 Years Old
Early Investing and Adventure Years
Time for job stability, families forming and fun times! Building Foundations
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62 and Up Years Old
Preparing for a Secure and Fulfilling Retirement
Whether you are continuing to work or already retired, decisions made here are crucial. In many instances there are no do-overs
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