The Planning Consultants at RJP Estate Planning help Arizona families organize their estate planning goals and coordinate nonlegal support around wills, trusts and powers of attorney. Clients separately consult independent attorneys for legal advice and document preparation. RJP does not handle ALTCS applications or VA benefits coordination and does not serve as a fiduciary. Fiduciary referrals are to separate, licensed providers.
RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with an estate planning attorney or law firm.
RJP-AZ, LLC (RJP Estate Planning) is licensed to offer insurance products and receive commissions for those products. Its representatives who discuss these products with you hold individual licenses.
Securities are offered through CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services are offered through CoreCap Advisors, LLC, a registered investment advisor. RJP Estate Planning and RJP-AZ, LLC are separate and unaffiliated entities and are not affiliated with CoreCap Investments or CoreCap Advisors. Representatives that offer these services hold the required licenses.
Form CRS (Customer Relationship Summary): CoreCap Investments · CoreCap Advisors
Check the background of these firms and their representatives on FINRA's BrokerCheck.
Some products or services are provided by trusted companies/service providers. These companies/providers are separate and unaffiliated entities from RJP-AZ, LLC.
