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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.

Plan Your Retirement for a Secure and Fulfilling Future

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        <a class="service-button" href="#typeform?service=Wealth Management Guidance&description=Looking for support managing your wealth or building a long-term strategy%3F&description2=Let's talk about your goals and how we can help you make the most of what you've built.">
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        <a class="service-button" href="#typeform?service=Retirement Analysis&description=We get it—planning for retirement can be overwhelming. Let us help you assess where you stand and if you're on track.&description2=We use the best tools in the industry and an unbiased approach to give you a crystal-clear picture of your retirement.">
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    <p>With more than <span class="highlight">40,000 satisfied clients</span>, we take pride in the peace of mind we bring, knowing that futures are protected. We believe everyone deserves a plan regardless of net worth and we are committed to making the process accessible and stress-free.</p>
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    <p>Some products or services are provided by trusted companies/service providers. These companies/providers are separate and unaffiliated entities from RJP-AZ, LLC.</p>
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    <div class="rjp-locations-header"><h2>Our Locations</h2></div>

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      <p>Arizona’s #1 estate‑planning company!<br>
      We’re here to assist you with all your estate‑planning and financial needs.</p>
    </div>

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        <div class="rjp-location-card-header"><h3>Scottsdale Office</h3></div>
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          <p class="rjp-address">4110 N. Scottsdale Road #170<br>Scottsdale, AZ 85251</p>
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            <a class="rjp-phone-link" href="tel:+14803463570">(480) 346‑3570</a>
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        <div class="rjp-location-card-header"><h3>Tucson Office</h3></div>
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          <p class="rjp-address">5151 E. Broadway Blvd, #750<br>Tucson, AZ 85711</p>
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            <a class="rjp-phone-link" href="tel:+14803463570">(480) 346‑3570</a>
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    <div class="rjp-locations-note">
      <p>We also offer virtual consultations for your convenience.<br>
      Contact us to schedule an appointment today!</p>
    </div>
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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.