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Sip, snack, and get clear on your plan. Join us for Wine, Women & Wills, a relaxed mini wine tasting plus a bite-sized session on wills vs. trusts, who makes decisions if you can’t, and why planning matters especially for women’s longer lives and caregiving roles. Leave with a quick-start checklist. Educational only. RSVP!

Own Your Future. Over a Glass of Wine.

Hand cut of risk. Concept of company risk management. Risk analysis of investment strategy, economy. Solve business problem. Company's solution failure control. Vision process. Recovery finance crisis

Selective focus on a selection of red, rose and white wines during a wine tasting event on the island of Crete in Greece

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RJP Estate & Financial Planning

Overview: RJP Estate and Financial Planning is a female-owned firm with over 40 years of experience and 40,000+ clients. Specializing in risk management, RJP helps protect and grow the value of estates while addressing client-specific goals. The company offers a comprehensive approach to estate and financial planning, solving risks such as probate, lawsuits, market volatility, and long-term care needs.

Core Services:

Estate Planning: Trusts, wills, powers of attorney, and probate solutions.
Financial Planning: Tax-efficient retirement income, wealth management, and safe investment strategies.
Insurance Solutions: Long-term care, life, health, disability, and final expense coverage.
Legal Document Guidance: Works with attorneys to draft estate documents at discounted rates.
Risk Management: Customized solutions, including annuities and asset protection.
Key Differentiators:

Proven Experience: Decades of service with solutions informed by real-life client outcomes.
Genuine Care: A compassionate team with personal experiences tied to estate planning challenges.
Longevity: A succession plan ensures continuity for current and future clients.
Aftercare & Ongoing Services:

Trust funding reviews and realignment.
Document amendments through Arizona Trust & Title.
Annuity reviews and upgrades.
Risk and funding reviews tailored to client goals.
Structure:

RJP Estate and Financial Planning: Primary division for estate planning and financial services.
Arizona Trust & Title: Legal document preparation, including amendments, deeds, and estate documents.
RJP Wealth Management, Real Estate, and Mortgages: Currently marketing arms, with plans to license RJP Wealth Management.
Philosophy: RJP Estate and Financial Planning integrates legal, financial, and insurance expertise to deliver holistic plans tailored to client needs. The firm prioritizes education, equipping clients to make informed decisions and offering continuous support to secure their legacy through every stage of life.