Protecting Your Loved Ones For Lifetimes
We're here for you. Comprehensive and affordable estate and financial planning.
We are Arizona’s #1 estate-planning company, trusted by over 40,000 local clients. From Phoenix to Tucson and everywhere in between, we help families avoid probate and protect their assets with a complete estate risk management plan built around a properly funded Living Trust.
Who Really Decides What Happens to Your Assets?
If you haven’t made a formal estate plan, Arizona already has one for you, and it might not line up with what you’d want. It’s called intestacy, and it decides who inherits your home, your money, and everything else based on state law, not personal preference.
That’s why we help people put their own plan in writing. Whether it’s a trust, a will, or powers of attorney, we’ll show you what fits your situation and walk you through it in plain English.
Living Trusts
Protect your assets and keep your affairs out of probate with a custom trust built around your goals and family needs.
Wills
Clearly spell out your wishes, name your heirs, and choose guardians so nothing is left to chance.
Powers of Attorney
Choose who can step in if you're ever unable to make decisions. These legal documents cover both finances and medical care.
Plan Your Retirement for a Secure and Fulfilling Future.
Our retirement analysis provides a clear, actionable roadmap tailored to your unique goals and financial situation. Whether you’re nearing retirement or just getting started, we simplify the process and help you secure the future you deserve.
Financial planning tailored to your goals.
Managing wealth is more than just investments. At RJP, our private wealth management is just the start. We offer a complete suite of financial services to protect, grow, and organize every part of your financial life. From retirement planning and risk management to insurance and legacy strategies, we keep your future secure and your options clear. Discover how simple it is to have all your financial needs met in one place.
