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Details

We provide an holistic approach to prudent financial Life Planning

General Info

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!

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 520-690-1999

Fax - 520-690-1999

Address:
4100 N 1st Ave Tucson, AZ 85719
Email:

Reviews

5
1 Reviews
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anonymous

05/19/12

5.0

Life Planning is wonderful

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Categories
Financial Planning Consultants, Financial Services, Investment Management, Tax Return Preparation, Taxes-Consultants & Representatives
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