Financial Planning in Tucson, Arizona

No. GIS coordinates with the professionals you already have, your attorney, your CPA, your existing advisor, rather than replacing them. The goal is to get those people working from the same plan, not to move your accounts.

Your attorney drafts documents. Your CPA handles taxes. GIS sits between them and makes sure the financial pieces, insurance, income, business succession, actually line up with what those documents say. Coordination rather than duplication.

Yes. The beneficiary designation on a retirement account or life insurance policy controls who inherits it, regardless of what your will says. An outdated form, one that still names an ex-spouse, for example, will be honored over the will. This is one of the most common and expensive gaps we find.

It is an arrangement where you make a gift to a charity and, in return, receive fixed payments for the rest of your life. Part of the gift may be tax-deductible, and it can reduce your taxable estate. It lets you support a cause and receive lifetime income at the same time.

There is no published minimum, but the work suits a particular situation rather than a particular number. It earns its keep when there is a business to exit, a blended family, an illiquid asset, or several professionals who have never coordinated. If your situation is genuinely simple, we will say so, and that is a short conversation.

It is a private review of what you already have and where the pieces do not line up. No pitch and no product. You leave with a clearer picture of your own plan, whether or not you ever work with us.