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INSIGHT • INTEGRITY • INDEPENDENCE • EXPERIENCE

Pursue Your Financial Aspirations

PROVIDING PROFESSIONAL WEALTH MANAGEMENT AND FINANCIAL PLANNING SERVICES TO BUSY PROFESSIONALS AND BUSINESS OWNERS. 

Schedule a Complimentary Consultation


Professional Wealth Management & Financial Planning Services.



Welcome to San Tan Planning and Investments!


Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.


Comprehensive Planning Solutions:



Wealth

LIFETIME WEALTH FORECASTING

GOAL PRIORITIZATION

PORTFOLIO MANAGEMENT

INVESTMENT SELECTION

HIGH NET WORTH STRATEGIES

COLLEGE EXPENSE PLANNING

Retirement

RETIREMENT INCOME PLANNING

TAX & WITHDRAWAL STRATEGIES

BUSINESS RETIREMENT PLANS

CORPORATE BENEFITS

Pensions

Protection

RISK PLANNING

LIFE INSURANCE STRATEGIES

LONG TERM CARE

DISABILITY

Debt Reduction

Real Estate Strategies

Legacy

Will/Living Will

TRUST

General Paower of Attorney

Health Care Power of Attorney

Business Succession

Charitable Gift Planning


SCHEDULE A TIME TO GET THE ANSWERS TO YOUR QUESTIONS 


*Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.