Financial Planning

Financial Planning involves a complex system of focus and discipline. Although there are NO guarantees in life, prudent financial planning lays the foundation for a comfortable lifestyle and retirement. Raskob Kambourian Financial Advisors has provided effective financial advisory services to Tucson and Southern Arizona, since 1986, to professionals, business owners, organizations, and individuals.

The RK Team typically performs some, or all, of the following processes for each client based on their changing needs:

  • GOAL SETTING – Short term or long term
  • NET WORTH ANALYSIS – Assets and Debts
  • BUDGETING – Assist clients to develop responsible spending plans
  • INSURANCE REVIEW – Life, Home, Auto, Health, Disability, Long-term Care, Umbrella, E&O, etc.
  • ESTATE PLANNING REVIEW – Wills, Trusts, Durable Powers of Attorney for Health Care and Financial purposes,  Living Wills, Autopsy and Organ Donor Affidavits, Cremation Affidavits
  • PLANNING for the FUTURE – College Funding, Stock Options, Retirement Projections
  • INVESTMENT REVIEW – After-tax Investments, IRA’s, 401k’s, 403b’s, Deferred Compensation, Real Estate
  • INVESTMENT MANAGEMENT – Tailored to the Client’s overall financial plan including goals, objectives, risk tolerance, and timetable
  • TAX PLANNING – Strategies based upon the Client’s specific situation to minimize Federal and State Income Taxes in the current and future years.

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Tucson Financial Planning
Raskob Kambourian Financial Advisors , LTD
4100 N. 1st Avenue
Tucson, AZ  85719
520-690-1999