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Planning for the Retirement You Deserve

InTouch Wealth provides comprehensive financial planning solutions, enabling you to make confident decisions toward your ideal lifestyle and retirement.

Going Beyond Money & Finance to Connect with You and Your Goals

Going Beyond Money & Finance to Connect with You and Your Goals

At InTouch Wealth, we are a team of financial advisors and CERTIFIED FINANCIAL PLANNER® professionals, providing comprehensive and personalized financial planning through a focus on education, communication and attentive service. We serve families, business owners and executives in Arizona and throughout 25 other states. Our team came together to through our mutual desire to help clients plan for and transition into their ideal retirement. Let us do the same for you.

Personalized Solutions. Attentive Service.

Individual and Family Services

InTouch Wealth offers family-oriented financial solutions, including comprehensive financial planning, retirement and investment planning, wealth management, estate planning, college planning, insurance and risk management and more. Let the experienced team at InTouch Wealth help you plan strategically so you can live confidently.

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Business Services

InTouch Wealth offers a wide range of services to meet the unique needs of business owners in southwest Arizona and beyond. Let us help you focus on building your business or simply get back to doing the things you love outside of your work. Whether you need guidance on buy/sell agreements, executive benefits solutions or retirement plan consultation services, we’re here for you.

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Our Relational Approach

Our Relational Approach

As financial advisors and CERTIFIED FINANCIAL PLANNER® professionals, we are laser-focused on your needs and your best interests. By forming an intentional, meaningful relationship with you, we position ourselves to gain a more complete understanding of your goals and dreams. Through this deep understanding, we provide highly personalized service, communication, and planning to guide you forward with confidence for today and tomorrow.

A Roadmap for Goal-Oriented Decisions for Your Life

A Roadmap for Goal-Oriented Decisions for Your Life

InTouch Wealth’s retirement planning specialists take a special interest in sustainable income planning to help you plan for the retirement of your dreams. We’ll work with you, not only to help you build wealth while you’re still working, but to help you make a strategic transition into the wealth distribution stage, once work becomes optional. We’ll also advise you on ways to optimize your Social Security and pension plan benefits, so you can maximize your retirement income and focus on enjoying your retirement.

A Roadmap to Smarter Decisions for Your Business

A Roadmap to Smarter Decisions for Your Business

In today’s post-pandemic job market, finding and retaining quality talent is perhaps more challenging than ever. Offering employees access to the benefits of an employer sponsored 401(k) retirement plan can give your business an extra edge in this competitive market. We offer 401(k) plan consultation services for both new and existing retirement plans, and as your plan advisors, we’ll take on the fiduciary role, which helps reduce your risk exposure while we work to maintain and make plan improvements on your behalf.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.

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Additional Resources

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.
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