San Tan Planning & Investments, PLLC, based in Gilbert, Arizona, is a boutique financial advisory firm specializing in personalized wealth management and holistic financial planning. They offer a comprehensive suite of services, including retirement planning, tax optimization, estate strategies, investment management, and insurance planning. The firm integrates alternative investments, digital currencies, and commodities into client portfolios, emphasizing risk mitigation in a dynamic financial landscape. With a client-centric approach, San Tan Planning & Investments prioritizes individualized strategies over generic solutions, fostering long-term relationships and maintaining strong client retention. They collaborate with vetted professionals in accounting, legal, and insurance fields to ensure all aspects of a client’s financial life are expertly managed. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.