Trusted Planning For Life

As an independent, fee-only advisory firm providing comprehensive, long-term financial planning, TCI strives to provide service excellence through an uncompromising commitment to the happiness of our clients and staff. Clients can expect one-on-one delivery of information and personal attention to their portfolio and life planning needs.
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TCI Updates

Kevin Spacey is Lying to You

By: Sam Swift, CFA, CFP® There’s a new commercial out about a guy in an airport who notices a long line at the health food restaurant and no line at the fast food … Read More >>

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TCI Education


Spring 2015

Summer 2015 Newsletter

Summer 2015 TCI Newsletter

Awards & Recognition

Ranked 92nd in Barron’s “Top 100 Independent Financial Advisors”
Selected by Worth Magazine as one of its Top 250 Wealth Advisors in the US
Ranked in the top 100 of Bloomberg’s “Wealth Manager - Top Dog Report” for 5 consecutive years
Listed by Financial Advisor Magazine as one of the top ranked registered investment advisory firms for 2010


4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488


6929 Greenway Pkwy.
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574


150 W. Dale Ave.
Flagstaff, AZ 86001
Phone: (928) 226 -0868


4757 Caughlin Pkwy.
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Santa Fe, NM 87501
Phone: (505) 982-3808


1228 15th St.,
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

100 Wilshire Blvd.
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

Home Bottom #3 Widget

This is a widgeted area which is called Home Bottom #3. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Top widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.

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