TCI Wealth Advisors

Arizona residents can take advantage of a generous state tax credit program that allows for dollar-for-dollar deductions on state taxes through specific contributions. Here’s an overview of available tax credits to support organizations close to your heart. Start planning today to make the most of these opportunities!

To prepare for life's "what ifs," we prioritize insurance reviews to prevent coverage gaps. In his latest blog, TCI Advisor Jerico Maddela, MBA, CFP? AIF? CWS?, shares why insurance is a key to protecting our clients and their loved ones.

The fall newsletter is here! In this issue, we find calm amid the noise of the upcoming U.S. presidential election, reflect on how thoughtful planning benefits life’s journey, and explore the concept of a living legacy. This issue's contributors include Ryan Halvorson, CFP?, Kyle Larson, CFP?, Jennifer Means, MBA, CFP?, Troy Chrane, CFP?, Justin Rodriguez, CFP?, Lauren Williams, and Cody Cassidy, CFP?

Education savings is always on the mind of Scott Bennett, CFP?, both as a TCI Advisor and a father of two. In his latest blog, he shares how he helps clients navigate education savings, including the benefits of 529 plans.

Barron's Advisor names TCI a Top 100 RIA Firm in the U.S. for 2024. This recognition reflects the trust of our clients and Team TCI's commitment to delivering exceptional service and holistic financial guidance. https://hubs.ly/Q02RjtMk0

At TCI, we prioritize work-life integration by offering?employees a?"Take 5:" five weeks off to relax?and disconnect for every five years of service. It took convincing, but after 30+ years at TCI, founder Douglas L. Nelson, CPA , PFS, finally decided to try it out for himself.

2024 is flying by! In his latest blog, TCI Advisor Troy Chrane, CFP? reflects on what's happened to the markets in 2024, shares what he's watching in the second half, and emphasizes how communication helps you stay balanced on your financial journey.

Congratulations to Marshall Riebe, M.S., FPQP?, on earning your Master’s in Personal Financial Planning with an emphasis in Financial Therapy! At TCI, we value education for both our clients and Team TCI, believing that clients deserve guidance from skilled financial experts.

Members of TCI's financial planning team attended the Financial Planning Association (FPA) NexGen Gathering to advance their skills and connect around the future of the RIA industry. At a special FPA of Arizona session they spent time with Michael Kitces and our friends from 3rd Decade.

"It's about time in the market, not timing the market." TCI's CEO, Investment Committee Chair, and Advisor, Sam Swift CFA, CFP?, AIF?, was interviewed by Tucson's CBS Affiliate, KOLD 13 News. In his interview, Sam shared valuable insights on investing, emphasizing the importance of staying the course.