Hi I'm John Peters with Professional Wealth Strategies, Tucson financial planning consultants here in Tucson.
When you schedule a meeting with Professional Wealth Strategies you will be meeting with the Premier Tucson financial planning consultants. We will spend up to six hours in three successive meetings. In the first meeting you will be bringing your estate plan, trusts or wills, your tax returns, your investment statements and any other information that concerns your financial well-being. We will conduct a discovery interview at that time. When you return, we will report back to you with an in depth analysis in five areas, estate planning, protection planning, retirement income planning, tax planning and a complete review of your current investments. At the end of the meeting you will receive a summary of our analysis to take home to review and study. At our third meeting we will review the summary and discuss any questions you may have. During that meeting, we'll discover if we are a good fit for each other. We have never failed to help anyone we have met with. Some become Clients and some do not. Either way, you will benefit from the experience.
If you are looking for Tucson Financial planning Consultants to help you reach your goals, contact us at (520) 529-3644 or visit our website for more information
Professional Wealth Strategies, 3573 East Sunrise Drive, Suite 119, Tucson, Arizona 85718, (520) 529-3644. Securities and Advisory Services offered through Commonwealth Financial Network, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ,CA,CT,HI,MI,OH,OR,TX,UT,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.