To You In Life. In Retirement.
Your “Thinking Partner” through all phases of life; Tuyyo Planning Group, LLC specializes in providing fiduciary and comprehensive ongoing financial planning and wealth management services to professionals, families, and retirees.
A Family Firm With A Family Feel
The Tuyyo Difference
FIDUCIARY
Unlike 90% of other advisors, we are legally required to always act in your best interest. And we like it like that!
FAMILIES
Specializing in helping you financially prepare and plan as a family has a special place in our hearts. We believe whether through science, adoption, fostering, or natural methods, all people, no matter their sexual orientation, can be parents and role models to future generations.
RETIREES
Whether you want to hit the beaches of Costa Rica, ride camels to the ancient Sphinx, learn to tango in Argentina, volunteer locally with your grandkids, or spend more time passing on traditions to your family, we want to earn the opportunity to make this your reality.
FEES
Fully Transparent and we don't earn commissions or hidden fees on your investments.
The Tuyyo Difference
Other Advisors
vs
Tuyyo
Other advisors might simply focus on giving you what you want and when you want it, but neglect to discover why you want it.
First, we help you clarify your core principles and values when it comes to money, then we explore the options available in reaching your goals.
“When your principles/values are clear, financial decisions are easy”
In a pursuit for higher profits, it is not uncommon for other advisors to take on more clients than they can adequately serve.
Tuyyo is a boutique firm committed to advising a limited number of clientle so that service, quality, and that personal touch are never sacrificed.
Other advisors could be working for broker/dealers and therefore performing the minimum standard of suitability when it comes to advice. There is a substantial difference between what is suitable for you versus what is in your best interests.
Learn more: Suitability vs Fiduciary
Tuyyo is completely independent and a Registered Investment Advisory Firm. We are legally required to do what is in your best interests and minimize conflicts of interest, as sworn to in the fiduciary oath.
Other advisors might be insurance agents “in disguise,” or brokers, who will try to sell you their proprietary products to earn high commissions.
Are you accumulating wealth for your retirement? We earn a flat annual fee for advice and wealth management.
Are you preserving your wealth in retirement? We earn a percentage of the assets we manage for you. This allows us to always focus on your needs, not the products!
Luis Guardia, CFP®, AIF®
Founder
My dream has been to create an environment where I can be close to my family, build a firm that will go above and beyond for my clients, and establish life-long bonds that will transform us all by becoming our best selves. Pinch me! I’m so grateful. ❤️❤️
Brendan Pheasant, CFP®, ChFC
SENIOR FINANCIAL PLANNER
Brendan believes in doing financial planning according to the platinum rule: “Do unto others as they would do unto themselves if they knew what I know.”.
Mia
Chief happiness officer
Mia is our employee of the year, after all, she made all three pictures! 
“Mom and Dad tell me every day how special I am. I am there little Mia-cle.” A sprinkle of science (IUI, IVF), lots of love, prayers from family and friends 
, and one Benevolent God…..and here she is! Making the lives of all those around her happier, she quickly acquired the title of “Chief Happiness Officer.”
Other Advisors
vs
Tuyyo
THEM
Other advisors might just focus on giving you what you want and when you want it but neglect to discover why you want it.
In a pursuit for higher profits, it is not uncommon for other advisors to take on more clients than they can adequately serve.
Other advisors could be working for broker/dealers and therefore performing the minimum standard of suitability when it comes to advice. There is a substantial difference between what is suitable for you versus what is in your best interests.
Learn more: Suitability vs Fiduciary
“Other advisors” might be insurance agents in disguise or brokers who will try to sell you their proprietary products to earn high commissions.
US
First, we help you clarify your core principles and values when it comes to money, then we explore the options available in reaching your goals.
“When your principles/values are clear, financial decisions are easy”
Tuyyo is completely independent and a Registered Investment Advisory Firm. We are legally required to do what is in your best interests and minimize conflicts of interest, as sworn to in the fiduciary oath.
Are you accumulating wealth? We earn a flat annual fee (paid monthly like your gym membership) for advice and wealth management.
Are you preserving your wealth (Retirees)? We earn a percentage of the assets we manage. This allows us to always focus on your needs, not products!
Luis Guardia, CFP®, AIF®
Founder
My dream has been to create an environment where I can be close to my family, build a firm that will go above and beyond for my clients, and establish life-long bonds that will transform us all by becoming our best selves. Pinch me! I’m so grateful. ❤️❤️
Brendan Pheasant CFP®, ChFC®
Senior Financial planner
Brendan believes in doing financial planning according to the platinum rule: “Do unto others as they would do unto themselves if they knew what I know.”.
Mia
Chief happiness officer
Mia is our employee of the year, after all, she made all three pictures! “Mom and Dad tell me every day how special I am. I am their little Mia-cle.” A sprinkle of science (IUI, IVF), lots of love, prayers from family and friends , and one Benevolent God…..and here she is! Making the lives of all those around her happier, she quickly acquired the title of “Chief Happiness Officer.”