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

When Is the Right Time To Buy?

By: Sam Swift, CFA, CFP®, AIF® I’ve heard the question a lot lately: Is now the right time to be buying into the market? I can’t blame the questioners. We’re currently … Read More >>

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TCI Education


Fall 2017 Newsletter

FOCUS Fall 2017 Newsletter

Awards & Recognition

 Financial Planning In a ranking just published by Financial Planning magazine, TCI ranked #56 in the 2016 list of Top 150 RIA firms in the country.
 Financial Times TCI named among top RIA firms in the U.S. by Financial Times Top 300 Registered Investment Advisors in the US for 2017.
 financial advisor magazine Financial Advisor ranked TCI #123 in U.S. for FA's 2016 RIA Ranking.
 investment news TCI ranked #50 in the 2016 Forbes ranking of its 100 Fastest Growing RIA Firms Over Ten Years.


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


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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

312 Arizona Ave.
Office 302
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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