facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Clear and Straight Forward Advice That Will Help You Stay Financially Stable From a Financial Professional You Can Trust.

Schedule a No-Obligation Consultation

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” ― Pablo Picasso

Financial Planning

Our Holistic Financial Plan:

At San Tan Planning and Investments, our primary goal is to guide our valued clients towards developing a solid financial structure that will stand the test of time and build their wealth for their family and future generations. To ensure we have you on the right path to success, we conduct an in-depth analysis of your financial situation. We then apply the collective knowledge of our financial planning team to develop a plan to help you pursue your financial and life goals. Our goals-based holistic financial planning approach is designed to help clients define customized short and long-term goals. It is also critical to identify roadblocks or gaps that might impact the financial planning strategy, and it is imperative to monitor the plan on an ongoing basis to ensure it meets any changing needs.

Our holistic financial plan includes guidance on all important stages of your financial life:


  • Lifetime Wealth Forecasting
  • Retirement Planning
  • Education Funding
  • Tax-Savings Strategies
  • Life, Disability Income and Long-Term Care Insurance Needs Assessment
  • Employer Benefit Program Analysis Including 401(k), Deferred Compensation, Stock Options, Restricted Stock Units, and stock concentration risk management
  • High Net Worth Strategies
  • Investment Asset Allocation Analysis
  • Estate Planning, Including Beneficiary Designations, Gift Planning to Family and Charity, and Trust Needs