facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck


Solutions for Protecting Your Business


Helping Families Build a Stronger Future

Reach Your Goals TodayContact Us


WITH RELEVANT INFORMATION, PROVIDED IN A “NO SALES PRESSURE” ENVIRONMENT, WE BELIEVE THAT ANYONE CAN MAKE SOUND FINANCIAL DECISIONS.


OUR MISSION.


Estate Planning Solution’s mission is to help business owners, families and individuals, minimize taxes, reduce expenses, and become stronger financially by making decisions within the context of a personal, written financial and retirement income plan.

OUR GOAL.


Since 1994, our goal has been to help business owners, individuals, and families become stronger financially by helping them make appropriate financial decisions and select relevant financial products and services to implement them.

OUR PRIORITY.


Addressing your financial concerns and providing a “macro” (am I doing everything that I should be doing?) and “micro” (is what I am doing appropriate for me?) assessment of your financial picture. Contact us today to schedule a no cost, no obligation consultation.


OUR NEW SERVICE WITH IMMEDIATE BENEFITS

Maximizing Your 401(k) – Your Greatest Retirement Asset


For most workers, their 401(k), 403(b) or 457 plan is their largest retirement asst. And, for many, knowing how to allocate monies to the various plan options can be a source of frustration. The problem with 401(k)’s and similar plans, from my perspective, is that their success is linked to market growth. But, the market does not always go up.

We have partnered with Active 401K, who provides personalized allocation recommendations for participants in 401(k)’s and similar plans. Here is how it works: participants fill out a questionnaire based on their age, goals, and risk tolerance, plus certain market indicators, they receive specific allocations to the available investment options in their plan.

If you have any questions or require assistance, call our office at 623-537-3657.

Remember; investing always involves risk of loss and past performance is no guarantee of future results.

Click here to get started

Use Promo Code: EPS-ASAVR

Meet Our Founder


Jim Tewalt, CFP® Photo

Jim Tewalt, CFP®

Founder

Jim is one of the owners of Estate Planning Solutions, Inc., a family wealth building and management firm that offers products and services to the public based on suitability to the individuals’ circumstances, resources, goals, and objectives (EPS – RIA, LLC).

PROFESSIONAL EXPERIENCE


Jim has over 40 years’ experience in the financial services industry as a life insurance agent, employee benefits consultant, property and casualty insurance agency owner, tax preparer and certified legal document preparer. He is a Registered Investment Advisor, Certified Financial Planner (CFP®), a licensed insurance agent and a Certified Legal Document Preparer (wills, trusts, quit claim deeds, LLC’s and corporations).

Jim is a people helper and problem solver and has helped hundreds of families and business owners plan for their financial future.

OTHER INFORMATION


Jim has been married to Mary for 41 years and has 5 children. He is an active member at Pure Heart Christian Fellowship and a past-president of the Northwest Christian Business Networking Chapter. Jim is a Chaplain and enjoys softball.

Tyler Howarth Photo

Tyler Howarth

Tyler is a Registered Investment Advisor with his Series 7, Series 66, and Arizona Life and Health Insurance License. He graduated from Northern Arizona University in 2016 with a bachelor’s degree in Finance. He believes that ongoing education is a necessity in this business, as he is now furthering his education with Financial Planning courses at Bryant University. He enjoys playing softball, watching the Diamondbacks, and helping individuals and families with their financial futures.

Get your Own Financial Action Plan Today!

Fill out the form below and we will contact you to get started.

Services


Events


Contact Our Office


6502 West Soft Wind Drive, Glendale, AZ 85310

(623) 537-3657

MaryT@iLoveEPS.com