Our experienced professionals have helped many people just like you pursue their financial objectives.
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our team approach offers a range of services to provide more benefits to our clients.
Welcome to AZCA Financial Group. Let us help you achieve your financial goals, whether it is retiring early, having a college fund for your children, to starting a new business. Whatever your financial goals are, we are confident we can help you achieve them. We understand that finding and trusting the perfect financial person/practice can be intimidating. So, let me share a little about myself of why, and how, I ended up in this career path.
I grew up working in my family's gas station and I watched my parents struggle with finances most of their life. I learned early on that owning your own business was hard work. One thing I learned from my father was his dedication to serve his customers the best he could and make their lives easier and have happy and loyal customers.
Later I decided I wanted to pursue my own career. I worked in the industrial equipment business as a mechanic, and later on as a manager. One thing this industry was lacking, was that important lesson I had learned from my father, which was to thrive to make a difference in people’s lives.
Throughout my different jobs, I wanted to make sure I was financially stable and not go through what my parents went through. That being said, I still struggled and made a very costly error handling my wife’s retirement account, resulting in a heavy loss in taxes, penalties and a lot of headaches.
This was a turning point for me. I had decided to learn about proper financial planning, investment strategies, and how to make smart and educated choices. For the first time in my life, I felt this was my passion and the new career I wanted to pursue. I could make a difference, not just on my own finances, but on other people’s too, that just like me at the beginning, are unable to properly assess the big picture of their own finances.
I've always enjoyed solving puzzles and putting together a financial plan is very similar process. It is very rewarding for me to work with clients and see the difference that my knowledge and services bring to their family and their future.
At AZCA Financial Group we are dedicated to finding the best solutions for our clients’ needs and I am very proud that many of our clients have trusted us with their most important assets. Being confident and celebrating the results that we, as a team, have been able to achieve for them is something we strive for.
We look forward to being able to share with you about our approach, process, and services – and what we can do for you and your future!
To create a collaborative continuing relationship with our clients which embodies wise choices, vigilance and guidance and enables them to achieve superior results in the pursuit of their long term financial and life goals.
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
At AZCA Financial Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.