Financial Security Group of Az, Inc.

Financial Security Group of Az, Inc. Our mission is to help our clients preserve what they worked hard for. We specialize in Estate Planning, Retirement & Income Planning and Income Tax Prep.

Nearly 70% of women identify as their household's primary investment decisionmaker, yet only 16% of women feel very conf...
06/18/2026

Nearly 70% of women identify as their household's primary investment decisionmaker, yet only 16% of women feel very confident in their ability to fully retire with a comfortable lifestyle.

These figures suggest that most women don’t shy away from the day-to-day financial decisions needed to run a household, but when it comes to projecting and strategizing for retirement, some women may be leaving their future to chance.

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the po...
06/11/2026

Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role.

In the past, some investors regarded these investment strategies as too restrictive. But over time, improved evaluative data and competitive returns made these strategies more mainstream. Even though SRI, ESG investing, and Impact Investing share many similarities, they differ in some fundamental ways. Read on to learn more.

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individ...
06/04/2026

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.

Seven in ten people over age 65 can expect to need extended care services at some point in their lives. So understanding the various types of extended care services – and what those services may cost – is critical as you consider your retirement approach.

Understanding the types of extended care services—and what those services could cost—may be critical.

Today we remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice, cou...
05/25/2026

Today we remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice, courage, and dedication will never be forgotten. Wishing everyone a meaningful and safe Memorial Day as we take time to reflect on the true meaning of this day.

There’s a moment early in retirement that surprises a lot of people.They wake up, and there’s nowhere to be. No commute....
05/22/2026

There’s a moment early in retirement that surprises a lot of people.

They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that's all yours to enjoy however you wish.

At first, that quiet can feel wonderful. After years of deadlines and responsibility, maybe even a relief.

And then, somewhere in those first few months, another thought creeps in: Now what?

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that th...
05/14/2026

As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down.

A warranty makes sense for big-ticket purchases, but what about for a home?

Understanding the value of a home warranty.

05/07/2026

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild...
05/01/2026

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid question that many families are facing as more and more people choose alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. Yo...
04/23/2026

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other sections, but you may not know about the senior fitness offering “SilverSneakers.”

Medicare’s popular program, offering free gym membership and health education.

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To u...
04/17/2026

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process works.

Probate can be a completely public process, or it can be managed to include as little information as possible.

Address

10001 W BELL Road, STE 148-A
Sun City, AZ
85351

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16235612323

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