Damschen Financial Planning

Damschen Financial Planning is a financial planner in Tucson, AZ, serving individuals and families focused on retirement income strategies, wealth management, and asset preservation. The firm specializes in creating customized financial plans using its proprietary DAMM Process, Discover, Analyze, Maximize, and Maintain, to help clients grow, protect, and pass on their assets. Services include retirement income planning, IRA and 401(k) rollovers, annuities, tax-efficient strategies, long-term care planning, and legacy planning. The firm serves clients throughout Tucson and surrounding areas, with a strong emphasis on personalized, independent financial advice.

The firm is led by Karyn Damschen, a native Tucsonan and Investment Adviser Representative with over 20 years of experience serving the local community. She is a Series 65 licensed advisor and a passionate advocate for independent financial planning, emphasizing personalized attention and transparency. Damschen Financial Planning emphasizes education through resources like a 12-page guide on market volatility and hosts live financial workshops to help clients understand retirement income strategies and wealth management. The firm also refers clients to trusted professionals for estate planning, trusts, and charitable giving.

Located on East Broadway Boulevard in Tucson, the firm sits just a short walk from Poet’s Square neighborhood and Linden Park, with the Tucson Emergency Room and Hospital less than a quarter mile away. It is also within a five-minute drive of North Swan Road and the San Clemente Historic District.

While no specific score strengths are listed, the firm’s long-standing presence in the community, focus on personalized planning, and emphasis on client education reflect a reputation built on trust and expertise. Its independence allows for tailored strategies that align with individual goals.

Damschen Financial Planning stands as a trusted resource in Tucson’s financial planning landscape, helping residents confidently navigate retirement with customized strategies rooted in local experience and deep community engagement.

Services:

• Custom Financial Strategies
• Health Insurance Solutions
• Medicare Guidance
• Retirement Planning
• Secure File Upload