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About
Core Services
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Education
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Financial Planning Secure Document Upload

Please use the form to securely upload your financial planning documents.

Please upload the following documents as they apply to your financial plan:

Latest Tax Return
All Investment Account Statements
Social Security Statements
Annuity/Life/Insurance Statements
IRA/401k/403b Statements
Mortgage Statements

OUR LOCATIONS

SCOTTSDALE OFFICE:

9141 E Hidden Spur Trail, Scottsdale, AZ 85255

(480) 210-7556

SAN DIEGO OFFICE:

2305 Historic Decatur Road, Suite 100, San Diego, CA 92106

(858) 221-6807

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Tushaus Group, LLC (“RIA Firm”) is an investment adviser located in Scottsdale, AZ. Tushaus Group, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Tushaus Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Tushaus Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Tushaus Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Tushaus Group, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Tushaus Group, LLC, please contact the state securities regulators for those states in which Tushaus Group, LLC maintains a registration filing. A copy of Tushaus Group, LLC’s current written disclosure statement discussing Tushaus Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Tushaus Group, LLC upon written request. Tushaus Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Tushaus Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

The firm is a registered investment adviser with the state of Arizona, California, Colorado, Texas, Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Insurance products and services are offered and sold through Tushaus Partners, LLC and individually licensed and appointed insurance agents.