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(877) 733-1859
Let’s save the world from being brokered to death.”
It is so exciting to show people, perhaps for the first time, the possibilities that are available to them with good planning and sound investment advice.
GET TO KNOW OUR ADVISORSGUY HOLMAN
Advisor & Shareholder
It is the relationships we have that impact our life, not the things.”
My deepest professional satisfaction comes from helping clients navigate life’s financial complexities and making mindful decisions to pursue their definition of success.
GET TO KNOW OUR ADVISORSVANESSA LEE
Advisor
Live your financial life in harmony with what you value most.”
Money is not meant to be stacked and counted. It should be used to accomplish your goals and provide you with degrees of freedom to bring meaning to your life.
GET TO KNOW OUR ADVISORSJUSTIN THOMAS
Advisor, Shareholder
OUR SERVICES
Trusted Planning for Life
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting. We have a deeply talented, multi-generational team of Wealth Managers and Financial Advisors delivering impeccable, highly customized financial solutions to our diverse array of clients.
Life Strategy
We believe that financial success is as much about emotional contentment and well-being, and that each of our clients’ unique life journeys are what ultimately determine their own customized definitions of success.
Financial Education
Educated investors are the most successful investors. Partnering together, we will keep you informed to help you see through the noise of the marketplace to make wise financial decisions.
Cash Flow Strategy
Current and future cash flow projections are an essential part of any customized financial plan and a vital step in measuring and finding potential gaps between where you want to be with your plan, versus where you are now.
Investment Strategy
Discover your investment goals and what types of savings and investments best help you reach them, taking into consideration your age, timeline, financial situation, risk tolerance and tax implications.
Financial Freedom
Achieving comfortable, fulfilling retirement is an extensive process that takes sound planning and years persistence. Managing your retirement is an ongoing, lifetime responsibility.
Tax Planning
We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and preserving more of your wealth.
Estate Planning
Estate Planning helps ensure that your family has the financial security and asset legacies you’ve worked hard to establish over your lifetime.
Insurance Planning
Insurance Planning is a vital part of evaluating any client’s potential risks and exposure to a chance misfortune or ill-timed life event.
WHO WE ARE
One Team,
One Team,
A Stadium of Experience.
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.
TCI LOCATIONS
Tucson
Our Tucson office is located on Sunrise Drive in the scenic Catalina Foothills. As the largest registered investment advisory firm in Tucson, we have the breadth and depth of expertise to handle complex situations.
TCI LOCATIONS
Scottsdale
Our Scottsdale office is located on Greenway Parkway just minutes from Kierland Commons. In partnership with you, our team specializes in creating a cohesive and transparent plan that will help you achieve your financial goals.
TCI LOCATIONS
Flagstaff
Our Flagstaff office is located in the historic downtown district at the corner of Dale Avenue and Humphrey Street. As the largest registered investment advisory firm in Flagstaff, our team has the expertise and experience to help you meet your financial goals.
TCI LOCATIONS
Reno
Our Reno office is located at the top of the hill in Caughlin Ranch just minutes away from the popular Hunter Creek Trail. We are trusted for our expertise and established relationships with colleagues in estate planning, tax planning and law.
TCI LOCATIONS
Denver
Our Denver office is located in the heart of downtown, a few blocks from Union Station. Our team specializes in creating comprehensive financial planning strategies for individuals with complex needs.
News & Education
From the blog
Are Health and Wealth Connected?
We’ve all heard truisms such as “Health is Wealth,” and when something goes wrong with this resource that we tend to take for granted, we do quickly realize that health in all its wellness aspects—physical, mental and emotional—is one of o...
TCI FOCUS
Spring 2023 Newsletter
A newsletter focusing on fostering financial confidence through education. In our latest issue read why we’re poised for the future. View the PD...
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