We serve clients across Tucson with a consultative, fiduciary approach to retirement—tax-smart income planning, custom portfolios (no mutual funds), and coordinated estate/tax guidance. Meet by phone/video (most common for Tucson).
About SG
Independent RIA · Custody at Charles Schwab · Heard daily on 1100 KFNX
Pre-retirees (50–60), new retirees, and retirees 70+ with $100k+ investable assets—plus business owners, former owners, and seasonal residents balancing Arizona with another state. Most Tucson clients choose phone/video for convenience.
University/healthcare systems coordinated with Social Security
Multi-state tax coordination
Tax-aware transition planning
DB plans, DAF/CRT, liquidity planning
Tax-aware withdrawal sequencing and cash-flow mapping
Learn More ›Individual stocks & ETFs. Our strategy avoids mutual funds to save you money.
Learn More ›Right-sized life insurance and long-term care strategies—modeled into your retirement plan.
Learn More ›In-office estate-planning attorney (separate legal fees if engaged)
Learn More ›With CPA partners for complex issues (their fees separate)
Learn More ›Clarify goals, timeline, and what success looks like.
A Monte Carlo is used to stress test your plan & map out tax-aware withdrawals.
Scheduled reviews and updates to your plan as life changes.
We're in North Scottsdale near DC Ranch and Grayhawk, just off Loop 101 on Thompson Peak Pkwy. Easy parking on site; accessible entrance available. Virtual meetings are available for your convenience—most Tucson clients prefer phone or video.
Yes. We coordinate pension/403(b) decisions with Social Security and your broader tax-aware income plan.
We work primarily via phone/video or in-office at our Scottsdale location. Most Tucson clients prefer the convenience of virtual meetings.
Schwab is a member of SIPC; if SIPC limits are ever exhausted, Schwab maintains excess SIPC coverage (aggregate limits apply). Market losses aren't covered.
Generally $100,000+ in investable assets to implement diversification and planning depth effectively.
No. We build portfolios with individual stocks & ETFs. Clients pay our advisory fee and the underlying ETF expense ratios.
Yes—general planning coordination is included. If you engage them for legal documents or tax preparation, their fees are separate.
Schedule a no-obligation introductory call—by phone, video, or in person at our Scottsdale office.
Instant download + email copy