History of RJP Estate Planning
Jim and Debbie Placet met in 1993 when they were both working for Liberty Financial. Jim worked in the Great American Bank branches in the Frys grocery stores offering alternative investments to bank products, and Debbie was the wholesaler for these alternative products and services. As the financial services industry grew and evolved so did the Placet’s dream of offering more products and services to the retirees of Arizona. When Great American Bank was taken over by the RTC the Placet’s dream was born; they established their first estate planning firm.
Today it has grown and evolved into RJP Estate Planning with over 40,000 clients in multiple locations in Arizona and many generations of satisfied clients.