Grand Canyon Planning Associates

Grand Canyon Planning Associates has helped families across Arizona with retirement, tax and estate planning for more than 30 years. Its work includes building retirement plans that can change over time, reviewing how taxes affect retirement income, drafting living trusts, wills and powers of attorney, and figuring out when to claim Social Security benefits. Life insurance and long-term care solutions are also part of the planning conversation.

First meetings are complimentary and come with no obligation, so you can see whether the firm is a good fit before committing to anything. Estate documents are prepared by a team of certified legal document preparers and an attorney who work in the office, and tax strategies are coordinated with CPAs. The office is on East Mountain View Road in Scottsdale. Investment advisory services are offered through CreativeOne Securities, which is not affiliated with the firm.