Our Firm

An Independent Firm Focused on You

Tucson Investment Planners, Inc. has over 55 years of combined experience delivering tailored financial advice to clients. We pride ourselves on personalized client service, professionalism, stability, and thoughtfulness. We specialize in providing financial guidance and managing investments and pension plans, specifically in the retirement, group, and individual marketplace.

Our mission is to help people retire well. To do this, our firm emphasizes personalized client service, professionalism, stability, and thoughtfulness.

Our firm philosophy is to make investment planning understandable and attainable by providing the best products and service to our clients.

Tucson Investment Planners, Inc. uses a collaborative approach to help clients become financially organized and secure for the rest of their lives.

An Alliance of Independents

As an independent financial services firm, we are not affiliated with any insurance or investment companies, so we are truly objective in the advice we give and products we recommend. We are aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. Together, we offer you the objectivity of working with an independent financial advisor combined with the ability to access a wide range of diversified financial services and a wealth of investment resources.

Tucson Investment Planners, Inc. searched extensively for a broker-dealer that matched our vision. After working with four other broker-dealers, Dan Guare, firm president, felt that Cambridge had the right mix of products and independence to best serve our clients and the optimal level of back office support to ensure the firm remains compliant with changing financial regulations.