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Welcome to Professional Wealth Strategies, a Tucson boutique advisory firm! Our mission is to help our clients prepare for their families' future by creating and implementing a comprehensive plan so they can stay on track, avoid costly mistakes, and simplify their lives.  

We are independent financial planners committed to the highest fiduciary standards. We opened our doors in 2003 after recognizing that Tucson needed a firm where the client's needs come first. Our clients include individuals, families, business owners, and trusts.

We develop a holistic financial plan based on the unique situation and needs of each client. This includes financial and investment advice, insurance, tax, and estate planning—all aspects of a sound financial plan.

Let us create your financial future together!

 

Fixed insurance products and services offered by Professional Wealth Strategies.

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Talking Points - Interesting tidbits & quotes from Keynote Speaker & finance & economics forecaster, Mark Zinder:

 

 

 

  1. “In my life, I try and avoid things that are stupid and evil and make me look bad in comparison to somebody else- and bitcoin does all three. In the first place, it’s stupid because it’s still likely to go to zero. It’s evil because it undermines the Federal Reserve System…and third, it makes us look foolish compared to the Communist leader in China. He was smart enough to ban bitcoin in China.”-Charlie Munger 

 

  1. The IRS is paying 4% interest to the many, many taxpayers with delayed refunds. The kicker: it’s taxable.-Business Insider, May 9, 2022

 

  1. “Money talks, but it doesn’t tell the truth.”-Herbie Cohen 

 

  1. The company Carnival Cruise Lines started with only one ship and on its maiden voyage had enough fuel to make it from Miami to San Juan- but not back.-AARP, print edition, April 2022

 

  1. In the second quarter of 2020 the share of U.S. retail sales that happened online surged to 15.7%. By the fourth quarter of 2021, that share had dropped to 12.9%. The drop in online spending was the first year-over-year decline since November 2013. -The Wall Street Journal, April 22, 2022

 

  1. Research found that companies with business degree- wielding managers don’t see any increase in sales, productivity, investment, or employment compared to companies without business managers. According to a paper circulated by the National Bureau of Economic Research, wages fell 6% within five years at U.S. companies that hired managers with business degrees.-Morning Brew, March 29, 2022

 

  1. On the opening of his new play, George Bernard Shaw wrote to Winston Churchill,  “I am enclosing two tickets to the first night of my new play; bring a friend, if you have one.” Churchill responded, “Cannot possibly attend first night, will attend second…if there is one.”-Need to find 
 

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