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Our Mission.
Your Goals.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.

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Client Centered

We’ll work together to craft a personalized plan to manage your wealth.

MBA Angela Baurley
Founder & CEO

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Our Approach

Our Approach

We'll help you organize your financial life, address your entire financial landscape, and partner with you every step of the way.

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Our Services

Retirement

Through my comprehensive approach, I'll develop customized retirement strategies that address your individual needs and goals.

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Lifestyle

The goal of smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

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Estate

No one likes being unprepared. An effective estate plan takes care your loved ones, even after you’re gone.

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Ready for the next step?

Ready for the next step?

It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with financial advice so that you’re in the driver's seat for years to come.

Commitment to Our Community

Amazon Public Media
Casas Church
CIC
Tucson Theatre 17 West Congress
Tucson Habitat for Humanity
The Hermitage No-Kill Cat Shelter & Sanctuary
The United States Humane Society
MHC Healthcare
US Equestrian
Southern Arizona Arabian Horse Association
WWF
The Nature Conservancy
NPR
Pima Community College Foundation
Rotary Club of Tucson
Sunnyside School District
Tucson International Airport
TPF
Tucson Wildlife Center
Women's Foundation of Southern Arizona
YWCA
PMD Alliance
Tucson Audubon Society
Museum of Northern Arizona
Arabian Horse Association

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