Raskob Kambourian Financial Advisors, Ltd

Tucson, United States

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Description

Specialties

Fee Only is the hallmark of the financial planning industry. It means that Raskob Kambourian charges no commissions on any of our services. This is your assurance of prudent strategies without conflicts of interest.

Certified Financial Planners

Trust Specialists including charitable and special needs

Life Planning

Wealth Management

Pension Plans — Setup and management

Tax Planning and Preparation

Local Support with National Coverage

With a focus on Life Planning, the RK Team:

Assists you in making prudent Financial Decisions

Watches over your Investments

Helps you plan for your Retirement

Optimizes your Estate Plan

Offers access to Trust Services (National Advisors Trust Company)

Guides your plan to minimize State and Federal Taxes

Provides Pension Plan set-​up and management (up to 25 employees)

History

Established in 1986.

Since 1986, the mission of Raskob Kambourian Financial Advisors, LTD is to enhance the lives of our clients and help them realize their lifetime objectives through personalized management of their finances

Meet the Business Owner

Pat R.

Business Owner

Patricia F. Raskob, EA. ATA, CFP, (President) earned her Bachelor of Science degree from Kansas State University, graduating with honors. She is a Certified Financial Planner, Enrolled Agent (enrolled to practice before the Internal Revenue Service on tax matters), and is an Accredited Tax Advisor. She has been admitted to the Registry of CFP Licensed Practitioners and is a Fellow of the National Tax Practice Institute. Pat is a member of the Financial Planners Association, the National Association of Personal Financial Advisors, the National Association of Tax Practitioners and the National Association of Enrolled Agents. She serves on a number of community boards.