Tucson Federal Wealth Management

Tucson Federal Wealth Management I am in the business of helping my clients work through all their financial challenges. I do this by using a total wealth management approach.

The investment products sold through LPL Financial are not insured Tucson Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Tucson Federal Credit Union and are not endorsed, recommended or guaranteed by Tucson Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and

loss of principal is possible. Securities offered through LPL Financial
member FINRA/SIPC
http://www.finra.org/industry
http://www.sipc.org/

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our A...
04/04/2025

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our April Quarterly Market Insights breaks down what moved markets and what investors are watching in 2025.

Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
04/04/2025

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.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
04/03/2025

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
04/02/2025

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

There are thousands of Exchange Traded Funds available. Should you invest in them?
04/01/2025

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
03/31/2025

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
03/28/2025

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Business owners should consider a succession plan sooner rather than later.
03/27/2025

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
03/26/2025

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Thinking about a prepaid debit card? Consider the pros and cons.
03/25/2025

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Can group and private disability policies work together?
03/24/2025

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
03/21/2025

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

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3801 E Speedway Blvd
Tucson, AZ
85716

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria. http://www.finra.org/industry http://www.sipc.org/