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
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
When do you need a will? The answer is easy: right now.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.