Affinity Wealth Management

Gordian Advisors is an independent fee-only financial planning firm based in Tucson, AZ, serving clients nationwide. With a focus on common sense and client engagement, they provide personalized financial solutions and demystify investment topics to help clients make informed decisions. As fiduciaries, they prioritize education and aim to be a partner in their clients' enjoyment of life, regardless of their level of resources. Committed to transparency and open communication, Gordian Advisors prides themselves on being the nice smart guys who don't sell. As fee-only financial planners, they receive no compensation from financial products, referrals, or transactions. Their goal is to serve as a personal CFO, offering comprehensive planning, objective perspectives, and coordination of financial strategies to ensure clients' overarching goals are met. With a team of certified financial planners and a passion for personal finance, Gordian Advisors provides services such as investment management, retirement planning, tax planning, estate planning, and insurance analysis.Generated from the website

Wealth Management Partners in Tucson, AZ is a dedicated financial advising firm that prioritizes strong client relationships and personalized service. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER professionals, they offer comprehensive financial planning, investment management, and education services to clients at every stage of life. The firm's commitment to trust, transparency, and client education sets them apart, ensuring that clients receive tailored guidance to navigate the complexities of wealth building and management. Whether clients are just starting their careers or planning for retirement, Wealth Management Partners is dedicated to choreographing a brighter financial future for individuals and families.Generated from the website

Pinnacle Plan Design is a highly-experienced retirement plan design and administration firm based in Tucson, AZ. They specialize in tailoring retirement plans to meet the specific goals of their clients, taking into account workforce demographics, tax objectives, and owner's retirement requirements. With a team of skilled actuaries and third-party administrators, Pinnacle Plan Design offers comprehensive services including plan document preparation, maintenance, actuarial consulting, and plan administration compliance. Committed to collaboration and client success, Pinnacle Plan Design has helped companies nationwide with their retirement plan needs, providing individual attention and expertise. Their expertise extends to various types of qualified retirement plans, including defined benefit plans, defined contribution plans, and combinations of plans. With a focus on delivering efficient and headache-free retirement plan administration, Pinnacle Plan Design is dedicated to ensuring their clients' retirement plans are well-managed and compliant.Generated from the website