About Us

Serving Arizona Families with Purpose Since 2007

Discover the team, mission, and approach behind Family Tree Planning’s trusted estate and retirement services.

We’re Here to Help You Plan with Confidence, Not Confusion

At Family Tree Planning, our mission is simple: to protect every branch of your family tree by making estate and retirement planning warm, clear, and accessible. We serve clients throughout Arizona with honesty, patience, and a commitment to education—so you never feel overwhelmed by the process.

Meet the People Behind the Mission

Three people in a meeting, with a woman in blue holding papers and smiling across a table

Nearly Two Decades of Guiding Arizona Families

Founded in 2007, Family Tree Planning has helped thousands of Arizona families prepare for the future with clarity and peace of mind. From our first client to today, our core belief hasn’t changed: everyone deserves a plan that fits their life, their goals, and their loved ones. As we approach our 18-year anniversary in October 2025, we continue to lead with the same slogan that started it all:

“Protecting every branch of your family tree.”

What Makes Our Approach Different?

We believe the best planning integrates legal, financial, and inheritance strategies in one cohesive process. That’s why we developed our signature Three-Circle Planning Approach—so you don’t have to piece it all together alone.

Venn diagram with three overlapping circles labeled Inheritance/Taxes, Legal, and Financial in red, blue, and green.

Legal Planning

Wills, trusts, LLCs, and corporations structured to reflect your wishes and reduce complications.

Inheritance Planning

Tax-smart transfers that preserve wealth and minimize stress for your beneficiaries.

Financial Planning

Strategies like annuities and life insurance to help grow and protect income in retirement.

“Our mission is to protect every branch of your family tree by making estate and retirement planning warm, clear, and accessible.”

Four colleagues shaking hands in a modern office lobby, smiling during a business meeting

Guidance That Empowers Without Overwhelming

Our team has always believed in meeting people where they are. Whether you’re brand new to estate planning or looking to update long-standing documents, we provide just enough information that you want to call—never so much that you feel buried. We pride ourselves on being educators first, using simple language to help clients make confident decisions.

Have Questions?

Contact Our Team

The People Behind the Planning

At Family Tree Planning, our experienced team is like family—dedicated to protecting yours. Get to know the attorneys, financial professionals, and client service specialists who will help guide your planning journey.