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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.

Vision

We are committed to helping you plan for your financial security.

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Process

Our mission is to build and preserve your wealth and our process is comprehensive.

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Services

We offer access to investments, financial planning, insurance and college planning.

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Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

How Income Taxes Work

A quick look at how federal income taxes work.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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