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Services

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Financial Planning

Financial planning services start with a focus on goals, and the strategy to achieve them.  Whether it's planning for a new home, college funding for kids, or creating the retirement lifestyle you've always wanted, our planning process will create the peace of mind in knowing whether or not you're on the right track and what needs to be done moving forward.

Core Topics
– Financial Position Review
– Cash Flow
– Net Worth
– Protection Inventory
– Basic Estate Review


Goal Based Topics
– Retirement
– Education Funding
– Other Accumulation Goals
– Future Financial Position Planning
– Estate Planning
– Employee Benefits Planning
– Investment Planning
– Income Tax Planning
- Insurance planning

Business Planning

How are you going to do the best for your employees, yourself, and the future of your business?  As fellow business owners we understand what many of your fears are.  We can help you navigate a start up, grow a current venture, or put together a succession plan when you're ready to retire. 

                                                  
- Entity Structure                                   

- Access to Advanced Planning Specialists     

- Ownership and Percentages                    
- Financial Statements                         

- Executive Benefits Planning
- Succession/Exit Phase Planning                                         

- Key Employee Planning              
- Cash, Capital and Debt Management
- Risk and Liability Management
- Business Transition Planning
- Compensation and Employee Benefits Strategies
- Personal Capital Management

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Investment Services

Our investment strategies cover short and long term goals, focus on minimizing tax consequences, and include non-stock market based products when needed.  Our investment management services are designed to help you grow and preserve your wealth over the long term.  We are fiduciaries and will always put your best interest first.

- Bonds

- Common Stock

- Educational IRA

- Traditional IRA

- Roth IRA

- SEP IRA

- Simple IRA

- Brokerage Accounts

- Advisory Accounts

- Treasury Bills

- Government Securities

- Treasury Notes

- Variable Annuity

Insurance Planning

The foundation of any financial plan starts with a solid risk management program.  Your earning potential is the most valuable asset you have.  We owe it to our families to make sure they can live their best lives if that potential goes away.  Our strong background in insurance planning and courage to have the tough conversations can help ensure that. 

- Life Insurance

- Disability Insurance

- Long Term Care Insurance

Contact Us

Address:
3801 N. Crestwood Pl.
Tucson, AZ  85750
Phone: 331-251-0863
 
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This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and nothing contained herein should be construed as an offer to buy or sell, or a solicitation to buy or sell, any security or other investment product or to participate in any particular trading strategy. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action. All views expressed and materials presented are subject to change without notice and are not intended and should not be construed as investment, tax, or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All information is believed to be from reliable sources; however, no representation is made as to its completeness or accuracy.

 

*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchase you should carefully read the prospectus and prospectuses for the underlying investment portfolios of variable products. In addition to carefully reviewing the prospectus, you are advised to consider the investment objectives, risks and charges, and expenses of the investment before investing. A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity. **Variable annuities are long-term investments designed for retirement purposes. Variable products have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any variable investment options in a product will meet their stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value. ***Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Annuity product guarantees including optional benefits, for both fixed and variable annuity products, rely on the financial strength of and are subject to the claims‐paying ability of the issuing company.

 

Employees or representatives of Rincon Financial Group, LLC acting as registered representatives of First Heartland® Capital, Inc. and/or First Heartland® Consultants, Inc. may transact business in a particular state only if first registered, excluded or exempted from registration requirements. David Hermann and Mary Ahearn are Registered Representatives of First Heartland® Capital, Inc., and Investment Advisor Representatives of First Heartland® Consultants, Inc., a registered broker/dealer and registered investment adviser based in Lake Saint Louis, Missouri.

 

Securities offered through FIRST HEARTLAND® CAPITAL, INC. Member FINRA/SIPC
Advisory services offered through First Heartland® Consultants, Inc.

4101 Lake St. Louis Blvd. Lake St. Louis, MO 63367  636.625.0900

Rincon Financial Group, LLC is not affiliated with First Heartland® Capital, Inc
 

By activating a third-party hyperlink you will leave our Rincon Financial Group, LLC website. Neither Rincon Financial Group, LLC nor First Heartland® Capital, Inc. are responsible for the validity, completeness or accuracy of any information provided on these sites.

Any testimonial or endorsement displayed is based on an individual's experience and may not be representative of the experience of other customers or other individuals. Testimonials or endorsements are no guarantee of future performance or success.

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