HOW WE HELP
SPECIALIZED OPPORTUNITIESHOW WE HELP
When you think about your assets, it’s not always in terms of dollars and cents. After all, your house may be an investment, but it’s also the place where you relax after a difficult day. If you’re looking for someone who understands your finances the same way you do, it helps to have the right financial firm as a partner. Whether you’re in Tubac, Ariz., or Nogales, Ariz., Green Valley Financial is here to serve those in Arizona who want to understand more about how they can get more from their holdings.
knowing the markets
An experienced financial advisor may not be able to predict every turn of events, but they will have a solid grasp on how the markets perform over time. When Mark P. Becque meets with people across Pima County and Santa Cruz County, he wants them to have all the information they need to make smarter decisions about their next move. His first order of business is always to understand what a person is looking for, both now and in the future. This is the best way to implement a general strategy, one that factors in how finances will function down the line.
Preparing for major events in your life like retirement will require some degree of planning. And while it’s never too late, the results tend to be better if you start earlier. Maximizing all of your resources in Green Valley, Ariz., takes a careful eye and plenty of expertise, but it is possible to feel comfortable about your financial future if you think ahead.
The good news is that anyone can understand the basic principles behind investing, even when they’re not starting off with as much as they’d like.
1. What will it take to help you save more?
2. What kinds of risks are you comfortable taking with the money you do save?
3. What will you do with all of it when you’re ready?
The relief that you feel by the time you’re on the third question is well worth the steps you take today to make it happen.
What We Can Help You With
retirement income planning
investing
long-term care
Tax-Free Retirement
retirement income planning
Retirement income planning in southern Arizona can prompt a lot of questions. After all, you’re already in an area that’s coveted by many retirees from its warmth and beauty, so you may wonder if you need a lot to compete. The question becomes how much to retire and how much to work your future financial goals into your current spending habits.
The standard advice for retirement planning is that you need around $1 million to withdraw an average of $40,000 to $50,000 per year, but this blanket answer doesn’t apply to everyone. Whether you live in Green Valley, Ariz., Tubac, Ariz., or Nogales, Ariz., you deserve a financial advisor who can take a much closer look at your assets and how they can be manipulated to better suit your needs.
retirement income
How much do I need to retire in Pima County? As you work out a more precise number to this question, you can count on an expert financial advisor to explain the risks involved and analyze when they make the most sense for your portfolio. A person who’s already informed their company of their last day on the job in Santa Cruz County will need a different strategy than someone who just got a promotion.
Mark P. Becque is a financial advisor who knows how to plan your retirement income based on what you’re looking for and your desired retirement age. Some of his clients may want to volunteer on a schedule much like they did when they had a full-time job, while others will want to see the world. Whatever it is — from the simple to the extravagant — he can work with what you have now so you’re ready for what you’ll want later.
At Green Valley Financial, the staff looks for ways to secure as much income as possible. They set their clients (and their loved ones) up for success by giving them as many resources as possible to draw upon. Should one resource become unavailable or fall in value, there should be another in place to balance out the loss.
investing
The term investing can sometimes be misconstrued if you live in or around Tubac, Ariz., or Nogales, Ariz. If you’re unfamiliar with the precise rules of financial maneuvering, it might seem as though investment refers solely to the more intangible financial markets. However, investing is a much broader term that can be applied to any number of assets. Some people will purchase real estate in up-and-coming areas, hoping it will result in steady long-term gains. Others put all their money on an emerging industry, hoping that the payday will be enough that they can retire in their 30s.
In Santa Cruz County or Pima County, a financial advisor is there to serve as your partner, regardless of how you approach the markets. They can simultaneously push you to step outside your comfort zone or rein in certain investment strategies that ultimately infuse too much risk in your portfolio. Mark P. Becque not only understands the principles behind sound investment, but he also knows how to apply those principles even when the markets don’t always react as you might expect. If you live in or around Green Valley, Ariz., his instincts and background make for a reassuring presence when you have questions or concerns. It’s a great way to maximize your portfolio, regardless of the current state of your assets.
investing in Arizona
At Green Valley Financial, our clients find the kind of balance that they need in a financial expert. The level of customization isn’t just centered around your finances, but also your general expectations and comfort with risk-taking. A small business owner in Nogales may have very little spare time and energy to devote to being a landlord, but a part-time freelance photographer might have all the skills they need to generate more passive income as they inch toward their target retirement age. Having the right investment advice and information is the key to making the right decisions, and this is exactly what you’ll find when you have an experienced advisor on your side.
investing
The term investing can sometimes be misconstrued if you live in or around Tubac, Ariz., or Nogales, Ariz. If you’re unfamiliar with the precise rules of financial maneuvering, it might seem as though investment refers solely to the more intangible financial markets. However, investing is a much broader term that can be applied to any number of assets. Some people will purchase real estate in up-and-coming areas, hoping it will result in steady long-term gains. Others put all their money on an emerging industry, hoping that the payday will be enough that they can retire in their 30s.
In Santa Cruz County or Pima County, a financial advisor is there to serve as your partner, regardless of how you approach the markets. They can simultaneously push you to step outside your comfort zone or rein in certain investment strategies that ultimately infuse too much risk in your portfolio. Mark P. Becque not only understands the principles behind sound investment, but he also knows how to apply those principles even when the markets don’t always react as you might expect. If you live in or around Green Valley, Ariz., his instincts and background make for a reassuring presence when you have questions or concerns. It’s a great way to maximize your portfolio, regardless of the current state of your assets.
investing in Arizona
At Green Valley Financial, our clients find the kind of balance that they need in a financial expert. The level of customization isn’t just centered around your finances, but also your general expectations and comfort with risk-taking. A small business owner in Nogales may have very little spare time and energy to devote to being a landlord, but a part-time freelance photographer might have all the skills they need to generate more passive income as they inch toward their target retirement age. Having the right investment advice and information is the key to making the right decisions, and this is exactly what you’ll find when you have an experienced advisor on your side.
investing
The term investing can sometimes be misconstrued if you live in or around Tubac, Ariz., or Nogales, Ariz. If you’re unfamiliar with the precise rules of financial maneuvering, it might seem as though investment refers solely to the more intangible financial markets. However, investing is a much broader term that can be applied to any number of assets. Some people will purchase real estate in up-and-coming areas, hoping it will result in steady long-term gains. Others put all their money on an emerging industry, hoping that the payday will be enough that they can retire in their 30s.
In Santa Cruz County or Pima County, a financial advisor is there to serve as your partner, regardless of how you approach the markets. They can simultaneously push you to step outside your comfort zone or rein in certain investment strategies that ultimately infuse too much risk in your portfolio. Mark P. Becque not only understands the principles behind sound investment, but he also knows how to apply those principles even when the markets don’t always react as you might expect. If you live in or around Green Valley, Ariz., his instincts and background make for a reassuring presence when you have questions or concerns. It’s a great way to maximize your portfolio, regardless of the current state of your assets.
investing in Arizona
At Green Valley Financial, our clients find the kind of balance that they need in a financial expert. The level of customization isn’t just centered around your finances, but also your general expectations and comfort with risk-taking. A small business owner in Nogales may have very little spare time and energy to devote to being a landlord, but a part-time freelance photographer might have all the skills they need to generate more passive income as they inch toward their target retirement age. Having the right investment advice and information is the key to making the right decisions, and this is exactly what you’ll find when you have an experienced advisor on your side.
investing
The term investing can sometimes be misconstrued if you live in or around Tubac, Ariz., or Nogales, Ariz. If you’re unfamiliar with the precise rules of financial maneuvering, it might seem as though investment refers solely to the more intangible financial markets. However, investing is a much broader term that can be applied to any number of assets. Some people will purchase real estate in up-and-coming areas, hoping it will result in steady long-term gains. Others put all their money on an emerging industry, hoping that the payday will be enough that they can retire in their 30s.
In Santa Cruz County or Pima County, a financial advisor is there to serve as your partner, regardless of how you approach the markets. They can simultaneously push you to step outside your comfort zone or rein in certain investment strategies that ultimately infuse too much risk in your portfolio. Mark P. Becque not only understands the principles behind sound investment, but he also knows how to apply those principles even when the markets don’t always react as you might expect. If you live in or around Green Valley, Ariz., his instincts and background make for a reassuring presence when you have questions or concerns. It’s a great way to maximize your portfolio, regardless of the current state of your assets.
investing in Arizona
At Green Valley Financial, our clients find the kind of balance that they need in a financial expert. The level of customization isn’t just centered around your finances, but also your general expectations and comfort with risk-taking. A small business owner in Nogales may have very little spare time and energy to devote to being a landlord, but a part-time freelance photographer might have all the skills they need to generate more passive income as they inch toward their target retirement age. Having the right investment advice and information is the key to making the right decisions, and this is exactly what you’ll find when you have an experienced advisor on your side.
long-term care
Insurance policies are often seen as a legal necessity outside the investment world. It’s easy to miss how paying certain premiums every month can be the soundest financial decision you’ve ever made. To protect your portfolio in Arizona, the right financial advisor will look at where the gaps are so you’re as insulated as possible from potentially expensive events. LTC refers to Long-Term Care Insurance and it’s an asset that many professionals swear by.
what is ltc?
If you develop a long-term illness or suffer from a chronic injury at any point, traditional health insurance is unlikely to provide you with everything you need. Long-Term Care Insurance is there to cover the incidental costs in addition to your direct medical bills, a benefit that can help free people from unnecessary financial anxiety while they go through recovery in Green Valley, Ariz., or Tubac, Ariz. Mark P. Becque at Green Valley Financial knows the ins and outs of these policies and understands their terms on a granular level.
It’s this kind of expertise that can help his clients in Pima County and beyond understand more about whether LTC is right for them. It’s not uncommon for someone in their retirement to spend up to six times more on an illness without an LTC policy. Plus, this policy comes with an added financial benefit if you never use it for a long-term condition. You can still tap into this policy and use it to strengthen your holdings.
LTC is not for everyone, but it is an undeniably powerful type of insurance for many people — both in terms of physical, mental, and financial benefits. Mark P. Becque and his staff are here to help you understand how different policies work and when they can be maneuvered to either further or safeguard your bigger financial goals. Green Valley Financial works with people in Green Valley, Nogales, and all of Santa Cruz County, Arizona, to ensure they have all the necessary information at their fingertips.
tax-free retirement
Is it possible to retire tax free? This common question in Arizona may not seem like a real possibility at first. When you’ve paid taxes your whole life, it just becomes a habit. However, there are ways to reduce or potentially even eliminate how much you pay the government once you’re done with your regular 9 to 5.
At Green Valley Financial, they can help you understand more about what your options are, depending on your holdings. They can also show how you how to structure your portfolio so that you owe far less in taxes than you might have thought.
protecting your assets
Whether you live in Pima County or Santa Cruz County, the goal is not to find ways to avoid contributing to society, only to avoid giving extra when there’s no need. Anything from insurance policies to charitable giving to IRA rollovers can make tax free retirement a reality. Mark P. Becque has an innate understanding of local, state, and federal tax laws, enough that he can see possibilities that an accountant may miss.
A financial advisor serving the people of Green Valley, Arizona, can do more than just shuffle funds around. They can implement a much stronger strategy that will look after your assets, so your assets can look after you. It’s never an easy feat to plan for retirement, regardless of what you want from your Golden Years. Unexpected events, whether they happen to you or the people you love, are very much the norm rather than the exception. Having enough to cover it all in Green Valley, Nogales or Tubac, Arizona, will make it easier to accept whatever news happens to come your way.
Having a professional manage your financial affairs isn’t just a way to remove one thing from your plate, it’s a way to ensure that your retirement is one that is unplagued by financial anxiety. Regardless of when you plan to retire and how much you plan to spend per month, now is a good time to examine your tax-free possibilities.
tax-free retirement
Is it possible to retire tax free? This common question in Arizona may not seem like a real possibility at first. When you’ve paid taxes your whole life, it just becomes a habit. However, there are ways to reduce or potentially even eliminate how much you pay the government once you’re done with your regular 9 to 5.
At Green Valley Financial, they can help you understand more about what your options are, depending on your holdings. They can also show how you how to structure your portfolio so that you owe far less in taxes than you might have thought.
protecting your assets
Whether you live in Pima County or Santa Cruz County, the goal is not to find ways to avoid contributing to society, only to avoid giving extra when there’s no need. Anything from insurance policies to charitable giving to IRA rollovers can make tax free retirement a reality. Mark P. Becque has an innate understanding of local, state, and federal tax laws, enough that he can see possibilities that an accountant may miss.
A financial advisor serving the people of Green Valley, Arizona, can do more than just shuffle funds around. They can implement a much stronger strategy that will look after your assets, so your assets can look after you. It’s never an easy feat to plan for retirement, regardless of what you want from your Golden Years. Unexpected events, whether they happen to you or the people you love, are very much the norm rather than the exception. Having enough to cover it all in Green Valley, Nogales or Tubac, Arizona, will make it easier to accept whatever news happens to come your way.
Having a professional manage your financial affairs isn’t just a way to remove one thing from your plate, it’s a way to ensure that your retirement is one that is unplagued by financial anxiety. Regardless of when you plan to retire and how much you plan to spend per month, now is a good time to examine your tax-free possibilities.
tax-free retirement
Is it possible to retire tax free? This common question in Arizona may not seem like a real possibility at first. When you’ve paid taxes your whole life, it just becomes a habit. However, there are ways to reduce or potentially even eliminate how much you pay the government once you’re done with your regular 9 to 5.
At Green Valley Financial, they can help you understand more about what your options are, depending on your holdings. They can also show how you how to structure your portfolio so that you owe far less in taxes than you might have thought.
protecting your assets
Whether you live in Pima County or Santa Cruz County, the goal is not to find ways to avoid contributing to society, only to avoid giving extra when there’s no need. Anything from insurance policies to charitable giving to IRA rollovers can make tax free retirement a reality. Mark P. Becque has an innate understanding of local, state, and federal tax laws, enough that he can see possibilities that an accountant may miss.
A financial advisor serving the people of Green Valley, Arizona, can do more than just shuffle funds around. They can implement a much stronger strategy that will look after your assets, so your assets can look after you. It’s never an easy feat to plan for retirement, regardless of what you want from your Golden Years. Unexpected events, whether they happen to you or the people you love, are very much the norm rather than the exception. Having enough to cover it all in Green Valley, Nogales or Tubac, Arizona, will make it easier to accept whatever news happens to come your way.
Having a professional manage your financial affairs isn’t just a way to remove one thing from your plate, it’s a way to ensure that your retirement is one that is unplagued by financial anxiety. Regardless of when you plan to retire and how much you plan to spend per month, now is a good time to examine your tax-free possibilities.
tax-free retirement
Is it possible to retire tax free? This common question in Arizona may not seem like a real possibility at first. When you’ve paid taxes your whole life, it just becomes a habit. However, there are ways to reduce or potentially even eliminate how much you pay the government once you’re done with your regular 9 to 5.
At Green Valley Financial, they can help you understand more about what your options are, depending on your holdings. They can also show how you how to structure your portfolio so that you owe far less in taxes than you might have thought.
protecting your assets
Whether you live in Pima County or Santa Cruz County, the goal is not to find ways to avoid contributing to society, only to avoid giving extra when there’s no need. Anything from insurance policies to charitable giving to IRA rollovers can make tax free retirement a reality. Mark P. Becque has an innate understanding of local, state, and federal tax laws, enough that he can see possibilities that an accountant may miss.
A financial advisor serving the people of Green Valley, Arizona, can do more than just shuffle funds around. They can implement a much stronger strategy that will look after your assets, so your assets can look after you. It’s never an easy feat to plan for retirement, regardless of what you want from your Golden Years. Unexpected events, whether they happen to you or the people you love, are very much the norm rather than the exception. Having enough to cover it all in Green Valley, Nogales or Tubac, Arizona, will make it easier to accept whatever news happens to come your way.
Having a professional manage your financial affairs isn’t just a way to remove one thing from your plate, it’s a way to ensure that your retirement is one that is unplagued by financial anxiety. Regardless of when you plan to retire and how much you plan to spend per month, now is a good time to examine your tax-free possibilities.