About Yuma Investment Group Wealth Management
At Yuma Investment Group Wealth Management, we are committed to helping our clients plan for their financial security. Our goal is to assist our clients in creating and protecting wealth, ultimately striving for financial independence. Our team will assist you in working towards your goals through education, communication and exceptional service. The firm provides wealth planning services for individuals, businesses, corporations, trusts and retirement accounts.
We are committed to helping you plan for your financial security.Click to learn more
Our mission is to build and preserve your wealth and our process is comprehensive.Click to learn more
We offer access to investments, financial planning, insurance and college planning.Click to learn more
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This worksheet can help you estimate the costs of a four-year college program.
The uncertainties we face in retirement can erode our sense of confidence.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
For many, retirement includes contributing their time and talents to an organization in need.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.