About Us

 

Raskob Kambourian Financial Advisors, Ltd began in 1986 with a vision to offer high-integrity financial planning and investment services to Tucson and Southern Arizona. That commitment continues today.

For example, we chose to establish a “fee only” practice to avoid all conflict-of-interest possibilities . . . or perceptions. However, the term “fee only” is largely misunderstood. What it means is that we do not charge “commissions” in any of our work. To you, our client, it also means that we do not take unnecessary risks when investing your money. In this way, we avoid “fad” investments and any that might appear to benefit RKFA in the short term. We use your stated level of risk tolerance and apply that to all investment recommendations using a “fee” schedule that is disclosed up front. You can rest assured that there will be no unexpected charges.

“Fee only” is the acknowledged hallmark of the financial planning industry!

In addition, we have aligned our practice with respected professionals in the legal, accounting, and banking fields in an effort to make educated referrals to you . . . to optimize your plan.

A special example of our commitment is our exclusive founding membership in National Advisors Trust Company – a unique organization of established financial planning firms dedicated to cost-effective trust creation and management. NATC has distinguished itself, since it was chartered in 2001, as the respectable alternative to traditional, large trust establishments. Plus, RKFA is one of only two members of NATC in Arizona, and the only firm with the TRO (Trust Representative Office) designation. This offers you national coverage (all 50 states) with local investment management administration. 

Finally, RKFA is a Registered Investment Advisor firm (registered with the Securities and Exchange Commission) and is licensed by the States of Arizona, Texas, and California.

We are proud of our accomplishments, but mostly, we value the confidence our clients have placed in us over the years.

With this website, we hope to introduce you to our standard and expanded services. Hopefully, we can provide you, and your family with “Life Planning” solutions to meet your short and long term financial goals – and assist you in achieving your dreams.