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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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CLIENT NEWS STORY

One of our dear clients, Bob Rinker, has stage 5 kidney failure.  He has recently made it onto the Mayo Clinic’s kidney donor list.  With his and his family’s agreement, we are sharing his story from the

National Kidney Registry website: 

WWW.NKR.ORG/RZF329

Feel free to pass Bob’s story on. 

Our thoughts and prayers are with him.  

 

Did you know?

 

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

 

 
  1. A powerful new AI chatbot tool known as ChatGPT recently passed law exams in four courses at the University of Minnesota and another exam at the University of Pennsylvania’s Wharton School of Business. -CNN Business, January 26, 2023

 

  1. In 2022, an estimated 420,000 new rental apartments were built in the United States, the highest amount for new multifamily construction in a half-century.-The New York Times, January 20, 2023

 

  1. last Monday morning, Jan 16, the Russell 3000 benchmark for the entire U.S. stock market was up about 4.85% over the three-month period since late October 2022. By contrast, the MSCI World ex-U.S. index has surged more than 19%, while the pan-European Stoxx 600 was up more than 12%.-CNBC, January 24, 2023

 

  1. “An intelligent man is sometimes forced to be drunk to spend time with his fools.”-Ernest Hemingway

 

  1. The Federal Reserve's most recent report on costs of consumer credit showed average interest rates on bank-issued credit cards touching 19.1% in the fourth quarter, a record high.-Axios, January 11, 2023

 

  1. Before synthetic insulin was introduced in 1982, one pound of insulin required eight thousand pounds of pancreas glands ripped from more than 23,500 pigs or cows. -FDA, June 8, 2022

 

  1. In October of 2022, billionaire Larry Ellison was pulled over for running a stop sign and speeding on the Hawaiian Island of Lanai – which is 98% owned by Ellison.-RepublicWorld, January 13, 2023
     

In The News

As seen in the local papers, Professional Wealth Strategies: A different type of wealth advisor

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