We're here for you. Comprehensive and affordable estate and financial planning.
Your plan may not protect you the way you think it does.
Connect with Arizona’s #1 estate planning company!
PROTECTING YOUR ASSETS MEANS PROTECTING YOUR FAMILY, YOUR LOVED ONES, AND YOUR LEGACY
Empowering Arizona families with comprehensive and affordable estate and financial planning resources for 3 decades through top-tier risk management planning, to confidently secure and build generational wealth.
RJP Estate Planning has been in the business of providing comfort and peace of mind to families and individuals for over 30 years. You’ve worked your whole life building up your hard-earned assets. Now, you are or are about to be living in your golden years. But what happens next? Your assets don’t stop at retirement. You want to know that the legacy you leave behind will keep the dignity you deserve.
With over 40,000 clients and many generations of families satisfied with how we have preserved their wealth, we know the ins and outs of the business like no other. Your very niche and unique problem is likely something we have come across before and are prepared to assist with.
Step One
We will conduct a comprehensive consultation, where we actively listen to individual financial goals and aspirations, to tailor a customized plan for our clients.
Step Two
We demonstrate disciplined planning strategies by meticulously analyzing clients’ financial profiles, setting clear goals, and adhering to a well-defined budgeting process.
Step Three
We will regularly review client portfolios to assess the effectiveness of strategies and make timely adjustments as needed, ensuring clients remain on track to achieve their financial goals.
Premier estate planning, focused on families while building generational wealth
Interested in attending an educational estate planning seminar or event for free?
We host educational events throughout Arizona specifically for retirees. Our events are designed to help you avoid probate, understand the differences between a revocable living trust and a last will and testament, and learn why it’s important to have medical and financial power of attorney documents, as well as medical directives.
EXPLORE RJP ESTATE PLANNING SOLUTIONS
Estate planning can and should be used by everyone—not just the ultra-wealthy.
Let your legacy live on. Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets. RJP Estate Planning works with experienced estate planning counsel to design individualized plans that meet each family’s unique needs and properly provide for the legacy that each client desires.
Many new clients initially express a lack of an estate plan, yet most are unaware that they already have one. We will work together to create a well-crafted estate plan that is designed to supersede the terms of the State’s default plan with your personalized choices.
Our Affordable Retirement Solutions
Effective retirement planning is the cornerstone of securing a stable financial future for yourself and your loved ones. At RJP Estate Planning, we understand that meticulous preparation for retirement is paramount to safeguarding your assets and ensuring peace of mind in your later years. By strategically allocating resources, considering investment options, and maximizing retirement savings vehicles, individuals can pave the way for a comfortable future free from financial strain.
Retirement Planning
Explore stable options like annuities or bonds, providing a consistent income throughout your extended retirement, which can span up to 30 years.
Life Insurance
As we all know, death is an inevitable part of life, and preparing for it can help ease the burden on loved ones left behind. One important aspect of this preparation is understanding the end of life benefits and insurance options available to you.
Medicaid and Long-Term Care
Medicare, an entitlement program, serves as a federal health insurance initiative for individuals aged 65 and older, with no financial qualification rules. Comprising Part A and Part B, Medicare covers in-hospital care, extended care post-hospital stays, select home health services, and hospice services. Notably, it falls short in covering nursing home care, contributing to less than 9 percent of such costs nationwide.
At RJP Estate Planning, we believe that financial security and stability aren't just goals—they're legacies worth preserving.
It’s our honor to be a part of that journey. Whether it’s planning for retirement, protecting assets, or ensuring loved ones are well-provided for, we’re here to help.