Broker Check

Investment & Wealth Management Services

How We Offer Peace of Mind with Solutions to Assist our Clients Prepare "Intentionally" for Life's Important Events

&#160; <br />Client Centered

Our business is built on a foundation of thoughtful client relationships. We take relationships seriously. Client's are family to us. We are here for our clients during good and bad times. We know life changes and we are here to help you "intentionally" plan for potential obstacles life gives you. 

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial plans, concepts, products to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, tax impacts as well as other issues that are critical to your financial well-being. 

Simply put, we work with our clients on a personal level to provide individual peace of mind by preparing for life's important events "Intentionally"

Investments

Managed Investment Accounts

Bonds

Common Stock

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Savings Plans

Estate Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
tiffanid@intentionalws.com |&#160; (623) 455-9630

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

 
tiffanid@intentionalws.com |  (623) 455-9630