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
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
A letter of instructions provides additional and more personal information regarding your estate.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the economy's cycles can help put current business conditions in better perspective.
Military families face unique challenges, making personal finance even more critical.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.
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.