About Us
Conry Financial Services Inc., is a financial and estate planning firm which specializes in working with retirees. Conveniently located in Phoenix, Arizona, just minutes from Sun City Arizona, our primary focus and expertise is helping senior citizens sort through the maze of planning options and products in today’s financial climate. Never before in the history of the Estate Planning process, and the Financial Planning process, have there been so many different “strategies” and variations of life insurance, annuities and long term care products, with so few qualified professionals to help guide seniors through the appropriate evaluation of all their benefits and pitfalls.
Our Philosophy
Conry Financial Services Inc, has always been committed to strict adherence to ethical and professional guidelines. Jay Conry, Jim VanBoesschoten, and our dedicated team of professionals, have always put the client first in all of our dealings. The strategies, techniques and solutions we recommend are the same we would do for ourselves, in similar circumstances. We believe this behavior to be most beneficial for our clients.
Our Approach
With over 31 years of experience and a keen understanding of our client’s goals and objectives, Jay Conry, Jim VanBoesschoten and our team of dedicated professionals at Conry Financial Services Inc., take pride in developing unique, safe, and time-tested strategies to help seniors meet their financial goals. Our methodical approach to strategic planning in the areas of wealth creation, wealth protection, asset maximization, and tax reduction, utilize guaranteed tools and techniques resulting in guaranteed rates-of-return and guaranteed lifetime benefits, all on a tax favored basis.
Let Us Guide You Through The Maze
Much of the work done by Jay Conry, Jim VanBoesschoten and our team of dedicated professionals at Conry Financial Services Inc., involves rehabilitating assets for uninformed consumers, which have been depleted or lost through inappropriate recommendations made by misguided or even self-serving advisors. Improper techniques or unsuitable recommendations of annuities, life insurance policies or even long term care policies, can result in the loss of assets through needless surrender chargers, and taxation. The approach at Conry Financial Services Inc. simply uses long standing tools and techniques, coupled with consumer-friendly, cost effective products, to re-categorize and leverage existing assets; thereby improving the financial position of our clients, as well as their heirs, through guaranteed returns and reduced taxes.
Contact Us
Although there have never been so many planning options available for seniors to meet their financial goals, the process has never been more confusing. Let Conry Financial Services Inc., guide you through the current maze of strategies, options and products. Find out how you can benefit from working with Jay Conry, Jim VanBoesschoten and our dedicated team of professionals, by contacting us today.
