Our Firm

Here’s why you should work with us:

  • We’ll help you get your financial “house” in order, and keep it that way
  • We’ll help you establish financial goals – which complement your life goals – monitor them, and follow them
  • We’ll help make sure you become a more well-informed investor
  • We will be your experienced and knowledgeable sounding board to consult when making key life decisions – especially those that are specifically financial in nature
  • We have a ton of relevant experience helping folks and families like yours and can bring you the same financial independence we’ve brought them
  • We’ll always listen and help have your back
  • We’ll be proactive in our relationship with you, not simply react to problems or wait for you to contact us

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:

  • Will I be able to retire early?
  • When should I retire?
  • How much money will I need in order to retire?
  • When is the ideal time for me to retire?
  • What, if any, modifications will I need to make to my lifestyle once I retire?
  • What are my retirement plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance?
  • How can I ensure that my children (and grandchildren) receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?*
  • How can my retirement plan accommodate additional considerations like giving to charity, special needs heirs, unforeseen medical circumstances, and more?

Our professionals strive to stay current in “best practices”, seek continuing education, and hold numerous certifications – including but not limited to:

  • All FINRA required licenses held through LPL Financial
  • Arizona life insurance licenses
  • Arizona health insurance licenses
  • Accredited Investment Fiduciary (AIF)
  • Certified Retirement Planning Counselor (CRPC)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Masters of Business Administration (MBA)

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.

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