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Your Business Is Our Business.

CUSTOMIZED STRATEGIES FOR BUSINESS OWNERS AND ENTREPRENEURS.


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“Everyone starts a business with passion, but not everyone starts it with enough planning.”
― Pooja Agnihotri



Business Owners



Being an entrepreneur and running your own business is a full-time job. You worry about growing your business, being more efficient, more profitable, more competitive, and at the same time you worry about providing your clients with the best services and products. This leaves very little time to think about your own personal finances and running these like you run your own business. We understand the need for a tailored approach and an independent, trusted fiduciary financial advisor.

At San Tan Planning & Investments, we proved business owners the ability to better focus on their business by creating a comprehensive approach to the services your business needs.  More importantly, we work as fiduciary advisors, always putting the needs of your company above all else.

As an independent financial services firm, we are not held captive to particular support companies, enabling you to select the best option for your most critical asset your business possesses, your employees. 

How We Can Help:


  • Retirement Plan Consulting
  • Qualified & Non-Qualified Retirement Plans
  • Group Benefits (Health, DI, Life, Dental)
  • Risk Management
  • Executive Benefits
  • Business Continuity Strategies
  • Implementation and Oversight          


*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.