Intelligent Office of Tucson

 

Bouman Law Firm

Thomas J. Bouman provides legal counsel in the areas of estate planning, estate settlement, and asset protection. He brings a highly systematic approach to the practice of law, which is critically important when wading through the complex, and often bizarre, legal requirements associated with estate and trust law. Mr. Bouman is author of the Arizona Estate Administration Answer Book and a prominent member of Wealth Counsel, LLC, the nation’s premiere organization of estate planning attorneys. For more information, please visit www.tomboumanlaw.com.

 

Fordrix Advisors

Fordrix Advisors was founded by Scott Forgues, CFP®, CRPC® in Tucson, Arizona to provide clients with investment and planning solutions that are customized to their financial goals, dreams, and concerns. Our focus is on individualized attention and a concern for the well being of our clients. Honesty, integrity, and attention to detail are hallmarks of our firm. Whether it be managing your portfolio, developing a retirement plan, building an income in retirement, identifying tax saving ideas, or developing strategies to manage risk in your financial life, Fordrix Advisors is dedicated to providing the most innovative and cost effective solution for our clients. Our business philosophy is based on the idea that when we serve our clients well they will be our best advertising and help us reach our goals. Securities offered through KMS Financial Services, Inc. Member FINRA / SIPC

 

Institute for Better Education

The Institute for Better Education was founded in 1997 with the desire to see families with limited resources have equal opportunities for their children to experience a private education. In 2007, IBE was able to provide scholarships for over 1,845 students in southern Arizona totaling over $2.65 million. Executive Director Louise Gilbert writes, " The excellent services you have provided for IBE over the past four years is a huge factor for IBE as a growing non-profit. As Executive Director it is a relief for me to know our phones are answered in a professional and friendly manner. Our donors, schools and parents are cheerfully greeted by Intelligent Office staff in pleasant surroundings. We could not have come this far without you.