Financial Security Group of AZ, Inc. is a comprehensive financial and legal services firm specializing in retirement, estate, and tax planning for individuals and families. With a mission centered on providing ethical, thoughtful advice, the firm stands out for its commitment to helping clients maintain financial independence and security through all life stages.
Leveraging decades of experience since 1999, the firm adopts a client-first philosophy, offering unbiased guidance and products from a wide range of sources rather than being tied to any single company. It focuses particularly on seniors and those approaching retirement, helping them navigate complex financial decisions with conservative, sound strategies that prioritize principal protection and reliable lifetime income.
Services Offered
- Retirement Income Planning
- Annuities (Fixed Annuities, Fixed Indexed Annuities, CD Annuities)
- Life Insurance (Term Life Insurance, Indexed Universal Life Insurance)
- Long-Term Care Insurance
- Life Insurance with Long Term Care Rider
- Estate Planning
- Revocable Living Trusts
- Irrevocable Trusts
- Special Needs Trusts
- Life Insurance Trusts
- Trust Amendments
- Trust Restatements
- Wills
- Codicils
- Deeds (Property Transfer)
- Beneficiary Deeds
- Financial Power of Attorney
- Advanced Health Care Directives
- Mental Health Care Power of Attorney
- Estate Settlement
- Tax Planning
- Tax Preparation/Planning
Financial Security Group of AZ, Inc. holds an A+ rating with the Better Business Bureau and has been accredited since 2000, serving clients primarily in Arizona and Nevada with offices in Sun City and Las Vegas. The firm provides a range of helpful tools, including over 40 financial calculators, tax resources, and educational content to support informed decision-making.
