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Financial Products

Diverse and competitive alternatives

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Our Advisory Team

Experienced financial professionals

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Financial Planning

Sound, strategic advice

"Choosing the right type and amount of life insurance is a foundation of financial security"

"Making the wrong decisions about investments in your DROP and retirement plans may have permanent and lasting effects"

"Having a personal financial plan and adviser is like using blueprints and an adviser to construct a building"

"Many cops make financial decisions without a financial blueprint or adviser"

Contact Us Today

We are here to help you get on the right path to financial freedom.

Police officers, deputies and corrections officers today are faced with complicated situations in their personal lives.  There are decisions to be made about department benefits, retirement plans utilizing DROP, AZPSRS and 457, protection for the family from unforeseen accidents or illnesses and your home mortgage. We can help.

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Call Us Toll-Free at 1-855-478-9700

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microphone_iconLive on the radio or on the Web

Ron and his colleagues host a financial talk program on Tucson, AZ radio station, 104.1 KQTH.

Your Financial Future is live; fast paced and covers several topics weekly.

Ron and Jake talk about what’s happening in the world markets, the economy, investment strategies, insurance and retirement planning. And, they have interesting guests.

Your Financial Future, every Sunday morning, 1000-1100 hrs, MST, on radio station 104.1 KQTH.Or, on the web at www.1041KQTH.COM/LISTENLIVE.

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