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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
A change in your mindset during retirement may drive changes to your portfolio.
A few strategies that may help you prepare for the cost of higher education.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
Three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”