Tucson Investment Planners
“Helping People Retire Well”
Since 1982
Our Building
The Tucson Investment Planning, Inc. offices are located in the historic Bayless Building. We feel this building provides a legacy to live up to and a reminder to serve the community in which they live.
Our Firm
Our mission is to help people retire well. To do this, our firm emphasizes personalized client service, professionalism, stability, and thoughtfulness.
Our Services
We guide you to make the hard decisions simpler by educating you on the choices and the many options that are available to you. We don’t want you to just retire; we want you to retire well.
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Tucson Investment Planners, LLC | 145 East University Boulevard Tucson, Arizona 85705
Phone: 520-770-9913 | Toll Free: 1-800-320-3653 | Fax: 520-770-9895 | Email: dan@retire-well.com
Cambridge’s Form CRS (Customer Relationship Summary)
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Tuscon Investment Planners, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IL, NJ, NY, OH, OK, OR, PA and WA. No offers may be made or accepted from any resident outside the specific states referenced.