Underhill Financial Advisors, LLCFinancial Planning from a Values-Based Perspective

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“THE CORNERSTONE OF OUR PRACTICE IS GUIDING CLIENTS WHO ARE FACING A SIGNIFICANT TRANSITION. THE LOSS OF A LOVED ONE,

RETIREMENT OR A MAJOR HEALTH CHALLENGE CAN BE DAUNTING

IF YOU’RE NOT PREPARED.”JIM UNDERHILL

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To ensure each client is prepared, the Associates at Underhill Financial Advisors follow a comprehensive process to create customized plans that are appropriate for their goals and risk tolerance.

“We invest in getting to know our clients,” Jim says. “We take the time to understand what a client may truly value so that we can design a personalized plan around those values.”

It’s an approach that works not only for clients facing transition, but for business owners and corporate managers as well.

“When working with business owners and key decision makers, our focus is to maximize personal net worth on a tax-advantaged basis,” Jim explains. “We strategize to maintain business continuity and to maximize company value.

“For corporate managers, we also work with insurance, investments and retirement strategies to create plans that integrate corporate pensions, stock rewards and retirement plans with the goal of optimizing results.”

It’s a full continuum of � nancial services, and whether for individuals, families, business owners or corporate managers, the team at Underhill Financial Advisors never loses sight of their guiding principles.

“We are here to help you chart a course to � nancial health and security,” Jim says. “Your life truly is our life’s work.”

As a � � h-generation small business owner, Certi� ed Financial Planner™ Jim Underhill understands the importance of tradition, family, loyalty and trust. � ose are the values, in fact, upon which he built Underhill Financial Advisors, LLC.

“We bring extensive technical experience together with comprehensive, values-based service to design a road map to help keep our clients on track,” Jim says. “At Underhill Financial Advisors, Your Life is Our Life’s Work.”

More than a motto, that guiding principle is what sets Underhill Financial Advisors apart. In 2015, for example, the � rm was awarded the Ethics Award from the Southern ArizonaBetter Business Bureau and Jim himself is ranked in the top2% nationwide of Voya Financial Advisors, Inc. registeredrepresentatives in securities production.

Underhill Financial Advisors develops personalized Financial Plans for each of their clients. “We’re passionate about what we do,” Jim says. “� ere is no greater reward than knowing we’ve helped an individual or family reach their � nancial goals, especially in times of transition.”

Indeed, working through challenging or complex transitions is what Jim and his team focus on doing. “� e cornerstone of our practice is guiding clients who are facing a signi� cant transition,” Jim says. “� e loss of a loved one, retirement or a major health challenge can be daunting if you’re not prepared.”

Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc., Member SIPC. Underhill Financial Advisors, LLC is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.

From le� : Melissa Robles, Jessica Mendoza, James Underhill, Emily Wade and Crystal Vaughn

3146 N. Swan RoadTucson, AZ 85712www.UnderhillFinancial.com 520.795.2950

As Seen in Kiplinger's Personal Finance