We offer responsible Life Planning to: - Assist you in making prudent financial decisions - Watch over your investments - Help you plan for your retirement - Optimize your Estate Plan - Explore Trust Services through the RK Trust Company - Help you minimize federal and state taxes - Develop and manage Pension Plans for small businesses Raskob Kambourian Financial Advisors Ltd. is only "fee only" comprehensive "Life Planning" financial advisory firm in Southern Arizona that is registered with the SEC. Examples of the services we have provided since 1986: Goal Setting - Short-term and Long-term Net Worth Analysis - Assets and Debts Budgeting - Workable Spending Plans Insurance Review - Life, Home, Auto, Health, Disability, Long-term Care, Umbrella, Errors and Omissions, etc. Estate Planning Review - Wills, Trusts, Durable Powers of Attorney for Health Care and Financial, Living Wills, Autopsy and Organ donor Affidavits, Cremation Affidavits Planning for the Future - College Funding, Stock Options, Retirement Projections Investment review - After-tax Investments, IRAs, 401ks, 403bs, Deferred Compensation, Real Estate Investment Management - An investment approach tailored to your overall financial plan - along with goals, objectives, risk tolerance, and time-frames Tax Planning - Strategies to minimize Federal and State Income taxes in current and future years Call today to secure your financial future!
Hi there!
Rate this business!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

Reviews

02/14/2009

Top Planning Firm

Full service planning firm at a price everyone can afford.

More Business Info

We provide an holistic approach to prudent financial Life Planning

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 520-690-1999

Categories
Financial Planning Consultants, Financial Services, Investment Management, Tax Return Preparation, Taxes-Consultants & Representatives
Suggest an Edit