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Tucson / Arizona / United States
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Tucson / Arizona / United States
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Tucson / Arizona / United States
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We offer responsible Life Planning to: - Assist you in making prudent financial decisions, Watch over your investments - Help you plan for your retirement - Optimize your Estate Plan - Explore Trust Services through the RK Trust Company - Help you minimize federal and state taxes - Develop and manage Pension Plans for small businesses. Raskob Kambourian Financial Advisors Ltd. is only "fee only" comprehensive "Life Planning" financial advisory firm in Southern Arizona that is registered with the SEC. Examples of the services we have provided since 1986: Goal Setting - Short-term and Long-term, Net Worth Analysis - Assets and Debts,Budgeting - Workable Spending Plans, Insurance Review - Life, Home, Auto, Health, Disability, Long-term Care, Umbrella, Errors and Omissions, etc. Estate Planning Review - Wills, Trusts, Durable Powers of Attorney for Health Care and Financial, Living Wills, Autopsy and Organ donor Affidavits, Cremation Affidavits. Planning for the Future - College Funding, Stock Options, Retirement Projections. Investment review - After-tax Investments, IRAs, 401ks, 403bs, Deferred Compensation, Real Estate, Investment Management - An investment approach tailored to your overall financial plan - along with goals, objectives, risk tolerance, and time-frames. Tax Planning - Strategies to minimize Federal and State Income taxes in current and future years. Call today to secure your financial future!
Tucson / Arizona / United States
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We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations