Quotation Marks

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.

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GUY HOLMAN

Advisor & Shareholder

Quotation Marks

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.

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VANESSA LEE

Advisor

Quotation Marks

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.

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JUSTIN 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.

 

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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.

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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.

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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.

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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.

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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.

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Tax Planning

We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and  preserving more of your wealth.

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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.

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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.

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WHO WE ARE

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.

Meet the team Small arrow icon

Tucson

Scottsdale

Flagstaff

Reno Tahoe

Denver

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 Tahoe

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 Larimer Square, the Mile High City’s oldest and most historic block. Our team specializes in creating comprehensive financial planning strategies for individuals with complex needs.

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Let's talk.

Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

(877) 733-1859

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