http://www.pwsaz.com/ Hi I'm John Peters with Professional Wealth Strategies, Tucson financial planning consultants here in Tucson.
When you schedule a meeting with Professional Wealth Strategies you will be meeting with the Premier Tucson financial planning consultants. We will spend up to six hours in three successive meetings. In the first meeting you will be bringing your estate plan, trusts or wills, your tax returns, your investment statements and any other information that concerns your financial well-being. When you return, we will report back to you with an in depth analysis in five areas, estate planning, protection planning, retirement income planning, tax planning and a complete review of your current investments. At the end of the meeting you will receive a summary of our analysis to take home to review and study. At our third meeting we will review the summary and discuss any questions you may have.
Contact us at 520-529-3644 or visit our website for more information.