Funding Families Through Their Future


Our Mission

You work hard to provide for yourself and your family.  We help you maximize the benefits of your hard work, right now and for decades to come.  Together, we get you on track to financial freedom and peace of mind funding your family through their future.

Bekki lives in Tucson, Arizona, with her husband of more than 24 years and their daughter. Being an investor herself, Bekki is enthusiastic about deepening the pockets of investors and regularly sponsors and coordinates investor workshops. She is known for caring as much about her clients’ money as they care about it themselves.

In her spare time, she is very active in charitable causes and regularly participates in efforts to give back to her community. She works with school officials to coordinate scholastic essay contests at the middle and high school level. Every year, the winning students and their families are awarded ongoing personal college coaching that continues throughout their college career.

Keep up the wonderful work!

What can I say about Bekki Harper? Only good things! Bekki has worked with me for the past five years, with all my ups, downs, confusion and lack of business acumen. 

Her strategies carried me through a job layoff; her continued good advice is helping me with ongoing cash flow. I tell everyone who will listen for five seconds that calling her could be a life-changing proposition!

Best single feature: Integrity. I never feel like I’m being “sold” on something; simply pointed in a good direction and allowed to choose that direction. Kudos. Keep up the wonderful work!

Joe Waters

A Gift For You!

FREE digital  copy of The Secret to Lifetime Financial Security

How do you feel about your financial future?

Do you know whether you will have enough to retire, enough to pay for college, or enough to just live the life that you want to live? For so many people, thinking about their financial future can feel like sinking, drowning in a sea of if’s, maybe’s, and I-don’t-know’s.

No one deserves to feel that way.

We specialize in helping you get your head above water, in helping you rise above the sea of uncertainty, in helping you discover the peace of mind that comes from financial security. When you craft a living legacy, you aren’t just planning for the future - you are building a foundation for a new life, one in which you don’t just have enough for some day many years from now, but enough for today and every day thereafter.


Contact Us

(520) 312-9797

Send a Message