Broker Check

Collaboration, Experience, Trust and Commitment.

WE UNDERSTAND YOU HAVE A COMPLEX FINANCIAL LIFE.  WE CAN HELP!

“BE STRATEGIC ABOUT PRODUCTIVITY—DO LESS EXCEPTIONALLY WELL, INSTEAD OF DOING MORE IN AN AVERAGE WAY.”
― LAURIE BUCHANAN, PHD

Professionals & Executives

Client Centered

Your personal finances and investments can become overwhelming and complex. At San Tan Planning & Investments, our main goal is to simplify your financial life. We are committed to customizing a financial plan to fit your lifestyle. 

Whether you are trying to accumulate wealth, protect yourself from the unexpected, or fulfill a promise to the ones you love most, we can help guide you through your options and assist in working toward making your dreams a reality. We combine holistic financial planning and our investment strategy to deliver Total Wealth Management to our clients.

Along with coaching and encouragement, we celebrate milestones. It is the small victories that create value and meaning, and we do believe the joy is in the journey. Furthermore, the destination for everyone is unknowable, as we can only control what we can control, and that is usually more than enough to have an abundant life.

How We Can Help:


  • College Planning
  • Wealth Management
  • Investment Advisory Services
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Charitable Gift Planning
  • Implementation and Oversight

   

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Have a Question?

Thank you!
Oops!

Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today



Thank you! Oops!