Independent Wealth Management

Independent Wealth Management helps retirees and people nearing retirement build a plan for steady income and long-term financial independence. The team focuses on retirement income strategies, combining insurance and investment products to protect part of a portfolio from market swings, raise income, and plan for long-term care costs, including nursing home expenses. Founder Marty Guzman leads the practice, and Reini Elias and Tim Cone are among the licensed insurance professionals on staff.

Work starts with a first meeting to learn about your goals, concerns and comfort with risk, followed by a custom strategy and regular reviews once it is in place. The firm holds free informational sessions on retirement income and wealth management and offers a complimentary retirement toolkit. The main office is in Peoria, Arizona, with a second office in Green Valley in southern Arizona. The firm does not give tax or legal advice, so those questions go to other professionals.