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
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Buy/sell agreements are designed a business against the death of a principal or key employee.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
$1 million in a diversified portfolio could help finance part of your retirement.