Protect Your Family's Future
Practical financial planning and trusted insurance guidance so parents can protect their families and retire comfortably.
Three Sons Financial helps parents protect savings, secure college funds, and choose the right insurance with simple, family-first planning. Book a free consultation to map a clear, affordable plan tailored to your children's future.
Why Parents Choose Us
Family-first financial advice that’s clear, actionable, and affordable.
We reduce financial complexity with straightforward, step-by-step plans prioritizing children’s education, family income protection, and long-term wealth building. Advisors explain options clearly and implement tax-smart strategies families can follow.
How Our Process Works
A simple three-step approach families follow with confidence.
Plan
We start with a educational, 30-minute presentation where we discuss your family goals.
Protect
Next, we complete a financial check up so we can recommend insurance and savings strategies tailored to your household.
Grow
Finally, we set up practical savings and investment steps designed to grow and protect long-term nest eggs without overwhelming busy parents.
Core Services for Families
Practical services tailored to family life.
Life Insurance
Straightforward coverage recommendations focused on income replacement, mortgage protection, and preserving your family’s lifestyle.
Savings & Investing
Managed investment plans and automatic savings systems built for busy parents who want steady long-term progress.
Proof in Numbers
12
Years Experience
100%
Client Satisfaction
How We Work With Families
Transparent fees, clear recommendations, and family-focused service.
Transparent, fee based management
Client-first recommendations
No confusing jargon — clear next steps
Ongoing annual checkups included
Ready to Get Started?
Schedule your free, no-pressure 30-minute consultation.
We protect your contact details and never sell client data.
[email protected] · (623) 999-6088
9117 W Grand Ave Peoria, AZ 85345
