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
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A quick look at how federal income taxes work.
Simple steps may help you foil hackers and protect your privacy.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Understanding the cycle of investing may help you avoid easy pitfalls.
Three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.