San Tan Planning and Investments

Call Directions Website Contact the business

San Tan Planning and Investments San Tan Planning & Investments. Professional Wealth Management & Financial Planning Services.

Investment advisor representative and registered representative of, and Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. San Tan Planning and Investments, PLLC is not a subsidiary of nor controlled by Cetera Advisor Networks LLC.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
10/16/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

10/15/2026

Wall Street has a lot of cliches. How many do you know?

You've requested a page on a website that is part of the Cloudflare network. The host (www.santanplanning.com) resolved to an IP address that the owner of the website does not have access to.

10/14/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

You've requested a page on a website that is part of the Cloudflare network. The host (www.santanplanning.com) resolved to an IP address that the owner of the website does not have access to.

What steps might help you sustain and grow your retirement savings? This piece explores them.
10/13/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
10/12/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

The market is as unpredictable as the weather. We’re here to help you prepare.
10/09/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

You've requested a page on a website that is part of the Cloudflare network. The host (www.santanplanning.com) resolved to an IP address that the owner of the website does not have access to.

10/08/2026

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

You've requested a page on a website that is part of the Cloudflare network. The host (www.santanplanning.com) resolved to an IP address that the owner of the website does not have access to.

10/07/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

You've requested a page on a website that is part of the Cloudflare network. The host (www.santanplanning.com) resolved to an IP address that the owner of the website does not have access to.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
10/06/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Address

4365 E Pecos Road, Suite 120
Gilbert, AZ
85295

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14805863036

Website

Alerts

Be the first to know and let us send you an email when San Tan Planning and Investments posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to San Tan Planning and Investments:

Shortcuts

Share

Category