FINANCIAL DIRECTIONS, LLC can provide assistance in a variety of investment areas.

We are dedicated to the individual investor.  We offer a level of customer service that is unusual at larger investment firms, as well as a full range of brokerage accounts.  Your investment advisor is your personal resource and a crucial part of your support team moving you toward financial success.  Working with someone you trust and who knows you on a personal level is how our independent, client-focused perspective is designed to meet your needs.

Through our advisory relationships with Fidelity Tax Exempt Services and TIAA-CREF we can service both 401(a) and 403(b) retirement accounts at the University of Arizona, Arizona State University, and many of the major area school districts, as well as school districts throughout southern Arizona.

Review the following list of investment services and contact us if we can assist in any area - we're not just about retirement.

INVESTMENTS

Stocks / Bonds / Mutual funds
Certificates of deposit
Cash / Short-term alternatives
Alternative investments (REITs, oil & gas LPs, venture capital LPs, commodities)
Brokerage accounts
Banking solutions
Insurance (term, life, long-term care)
Annuities (immediate, variable, fixed)
IRA / IRA rollovers
Roth IRAs / Roth conversions
401(k) / Roth 401(k) / Solo 401(k) plans
403(b) / Roth 403(b) plans
Profit sharing plans
Money purchase plans
457 / Deferred compensation plans
529 / College savings plans

PLANNING SERVICES

Investment advisory services
Retirement planning
Distribution planning
Estate planning
Financial planning
Tax planning
College planning
Insurance evaluation
Asset allocation

So call or e-mail an advisor if you have any questions on how we can assist you.  See the Calculator section for more planning ideas.