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 Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Earnings season can move markets. What is it and why is it important?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Investors who put off important investment decisions may face potential consequence to their future financial security.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Even if you’re young and single, you should still consider protecting yourself.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.