Financial Advisor, CFP®, Certified Investment Manager Analyst(CIMA®) at JRS Wealth Management - , Arizona, United States
We take the same approach in planning our future as we do with our clients financial future; detailed, methodical, and testing the plan against the "unknown" to offer greater long-term security.We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community in Tucson.JRS Wealth Management is aligned with Wilde Wealth Management Group which gives us a team of resources and support. That translates to even better, long term service for our clients well into the future.