SJI Financial Services is a Tucson-based financial firm dedicated to helping our clients build wealth and preserve their hard-earned assets, all while meeting your life and financial goals. SJI Financial has a team of well-trained, licensed professionals, and we draw on our decades of financial planning experience when creating your long-term strategy.
We are ideally suited to creating customized client portfolios and recommend only those products and services that best suit our clients' unique needs. We take a holistic view of you, your family, occupation, income, assets, liabilities, risk tolerance, life goals, and more to create a customized financial plan to help you achieve your objectives.
As professionals experienced in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
Our professionals strive to stay current in “best practices”, seek continuing education, and hold numerous certifications – including but not limited to:
For more information about our firm and the services we offer – and specifically how we can help you, contact us today.
Fun fact: Arizona’s health care quality ranks #11 in the US.
*Neither LPL Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.