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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. Looking at 90 years of data, the S&P 500 rose, on average, 10.8% when bond yields fell and rose 12.2% when bond yields rose. Even separating out periods by quintiles when yields rose the most, the S&P 500 still gained 9% on average.-MarketWatch, July 16, 2021

 

  1. In June of 2021, the average price paid for a new car was $39,948, and the average price paid for a one-year-old used car was $39,868, an $80 difference.
    -The Wall Street Journal, July 18, 2021
     
  2. Frustrated by the rising price of homes, cars, and durable goods like home appliances, 33% of consumers said it was a bad time to buy because prices were too high. This is an all-time record according to data going back to 1960. -Yahoo! July 19, 2021

 

  1. Hot dogs often come in packs of 10, while hot dog buns regularly come in groups of eight. Heinz, the manufacturer of condiments, has posted an online petition urging “Big Bun” and “Big Wiener” to get together and put 10 hot dogs in a package and 10 buns in a package. The petition has gained nearly 30,000 signatures.-New York Daily News, July 8, 2021

 

  1. "To become an Olympic athlete you only have to do two things: Work out when you want to. Work out when you don't want to."-Mark Zinder (not an Olympic athlete)

 

  1. One in five TV news directors surveyed said their crews had been attacked over the past year, and 86% said they’d added security precautions due to physical and verbal hostility towards news crews.-Axios, July 10, 2021

 

  1. “If I insist on giving you my truth, and never stop to receive your truth in return, there can be no truth between us.” -Thomas Merton,Trappist monk 

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