Use the search, map, or area links below (scroll down) to find help where you live in Arizona.
In Service Since 1975 for your total financial security. From growing your wealth plan to managing it for risk to collecting it for retirement, to intentionally passing it to those you love... YOU NEED A PLAN, not a guess! We are independent, full-service financial fiduciaries. We work with high-quality insurance, suitable investments, asset protection, and wealth transfer strategies and products.
About Steele Financial Group | Contact Thomas Steele for Help & Information
Choice Mutual is an independent agency that specializes in burial and final expense insurance. We have access to many highly rated insurance companies, so we can find you which one will offer you the best deal. We have no special affiliation with any particular insurer. YOU our our objective, and we will work hard to make sure you pay the least amount for your policy.
About Choice Mutual | Contact Choice Mutual for Help & Information
We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Life Insurance; Long Term Care Insurance; Medicaid Planning; Retirement Planning and Financial Advice; Veterans Benefits.
About Top Gun Financial Planning LLC | Contact Alan C Kifer for Help & Information
We educate, inform and research your Long-Term Care options, Medicare options and Life Insurance. We work for you not an insurance company. We are not Financial planners, Fiduciaries. We are a local independent broker specializing in Medicare and Long-Term Care insurance planning. You have questions…I have the answers or know where to find them!
About Health Insurance Choices | Contact Diane Prentice for Help & Information
We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Life Insurance; Long Term Care Insurance; Medicaid Planning; Retirement Planning and Financial Advice; Veterans Benefits.
About Top Gun Financial Planning LLC | Contact Alan C Kifer for Help & Information
Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Yavapai and Coconino Counties. Click here to Request Assistance from the Arizona Care Planning Council.
Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Southwest Arizona. Click here to Request Assistance from the Arizona Care Planning Council.
Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Pima County and the Tucson Area. Click here to Request Assistance from the Arizona Care Planning Council.
Phoenix (East Valley): East of Central Avenue & I-10.
Phoenix (West Valley): West of Central Avenue & I-10
Prescott / Flagstaff Area: Yavapai and Coconino Counties
Yuma Area: All of Southwest Arizona
Tucson Area: Pima County
With our current economic challenges, those of us looking forward to retirement need to be well-informed about our financial needs in coming years. And not only pre-retirees, but individuals already in retirement need to be wise to the changing economic environment. The good news is there are trained professionals who keep abreast of changes in the current economy, changes in laws and changes in government programs for the elderly. Professionals in this field are equipped to handle everything from help with retirement savings accounts, investment advice, guidance on government programs, estate planning or even new funding options such as reverse mortgages. A little planning prior to retirement will allow you to maintain your current lifestyle; whereas, a lack of planning may require you to live on an extremely tight budget. For those already retired, taking time right now to deal with financial problems instead of waiting for a crisis to happen is well advised.
A large number of retired individuals feel that they have planned well for the future only to find that rising medical costs, damage done to investment portfolios (by the current economy) and many other factors have caused serious harm to their nest eggs.
Continue reading about the financial health of aging seniors...