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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. Taxpayers have already spent $925 billion in interest payments related to post 9/11 wars.-Marketwatch, September 5, 2021


 

  1. Just 1.6% of college football players make it into the NFL and just 0.8% of women college basketball players make it into the WNBA.
    -Barron’s, September 3, 2021
     
  2. U.S. restaurants generate an estimated 22 to 33 billion pounds of food waste each year. Institutions — including schools, hotels, and hospitals — generate an additional 7 to 11 billion pounds per year. Approximately 4% to 10% of food purchased by restaurants is wasted before reaching the consumer.-FoodPrint


 

  1. Unreported income is the biggest contributor to the so-called tax gap. The Treasury estimated the gap (the difference between tax paid and tax owed) to be $584 billion in 2019. About 80% of the gap comes from “opaque income sources,” such as partnerships, proprietorships, and rental property.-CNBC, May 20, 2021


 

  1. According to a new survey, half of millennials (born between 1981 and 1996) believe that they will need $300,000 or less in savings to retire comfortably- a fraction of what most estimates say they will need. -Acorns, August 10, 2021


 

  1. The U.S. economy grew 12.2% in the second quarter of this year. If the American edge should continue for at least the next few quarters, it would be the first sustained period since at least 1990 in which the U.S. economy grew faster than China’s.-The Wall Street Journal, August 15, 2021


 

  1. "More and more we are into communications; and less and less into communication.”-Studs Terkel
 

In The News

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

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