Broker Check

7481 East Broadway Boulevard, Tucson, AZ 85710

(520) 326-6133

Our Commitment To You 

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say. 

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Representing LPL Financial throughout Arizona and Northern New Mexico

Our advisors represent LPL Financial Advisors for many 403(b) and 457 plans with Public Employers

We understand your issues.

30+ years helping educators and public service employees with retirement programs and related issues.

We Have the Numbers!

We are entrusted to manage more than half a billion dollars for people just like you

We've got your back!

Knowledge and experience in financial planning for employees in education, the public sector, Government, healthcare and more.

We Have the team.

With a diverse staff of 9 advisors and 6 support staff in 6 cities across Arizona and New Mexico, we've got you covered!

A personalized approach.

No cookie-cutter solutions! We offer a customized approach to meeting any or all of your needs and goals. 

Spotlight Services

Our Credentials

Financial Planning

Financial Planning

We can help you create a strategy to address all of your goals whether it's college for the kids, debt reduction, student loan management or travel, we've got you!

Investment Management

Investment Management

Not only can we help you create an investment strategy that's specific to you, we'll monitor and adjust it as things change.

Retirement Planning

Retirement Planning

As Yogi Berra famously said; "You've got to be very careful if you don't know where you are going, because you might not get there". We have the tools and skills to create your personal "roadmap" to help you get to your "there".

Risk Management

Risk Management

While planning to meet your goals might be more "fun", managing your risk is just as important. We can help with Life insurance, Disability, Long term care insurance or even estate planning.

Testimonial

"I would like to thank you all for the best Apple pie ever. It was so good. This is so nice of you all to do this for us. We enjoy working with you all and have slowly met everyone (I think). Thanks again and happy holidays to you all."


- Darlene B


*This statement is a testimonial by a client of the financial professional as of 12/08/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I have worked with Jim Bishopp and SJI for the past 30 years while I was working in the College of Engineering at the University of Arizona. Over that time, the SJI team has worked hard and smart to help my family meet our investment goals. They execute decisions quickly and correctly. I have been most impressed with their creativity in helping us trade risk with return as our goals have changed over time. Jim knows that I appreciate quantitative arguments/models so that is the approach we use when evaluating decisions. There has been no pressure and all decisions have been at our discretion. Over the years, the investment options have changed and we have been quick to move when opportunities arose. Even though we are nowhere near SJI’s largest $ investors, we have always felt that we were important to SJI and received service as if we were large investors. On the personal side, Jim is well connected in the community. He helped my wife and I with health insurance experts when we transferred to Medicare and he found an accountant for my side consulting business. He has been a great friend and is a pleasure to talk with. I have recommended him and SJI to every faculty member that has asked for such advice.


- Dr. Jeff G


*This statement is a testimonial by a client of the financial professional as of 09/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.





RESOURCE CENTER

Steps to consider to improve your Individual Life Plan

RETIREMENT

Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

INVESTMENT

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

ESTATE

Manage personal affairs while you're alive, and control the distribution of wealth upon your death.

INSURANCE

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

MONEY

Managing your money involves more than simply making and following a budget.

LIFESTYLE

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.

How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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