Planning For What Matters

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!


THE VALUE OF OUR:

Holistic Planning

#1 Organization

We will help bring clarity to your financial life by assisting you in identifying your principles and values, to then bring your financial house in order; both at the "macro" level of investments (estate, retirement, insurance, tax, etc.) and the "micro" level of cashflow planning.

#2 Accountability

We will help you stay on course with your commitments by prioritizing your goals, outlining the steps needed to be taken, and regularly reviewing your progress towards achieving them.

#3 Objectivity

We provide insight to help you avoid emotionally driven decisions regarding important money matters by being available to consult with you at key decision-making moments, by doing the necessary research to ensure you have all the information, and by disclosing any of our possible conflicts of interest.

#4 Proactivity

We work with you to prepare, instead of repair, during life transitions by understanding where you are and what major transitions may be coming. From there, an action plan can be created ahead of time to address and manage these transitions.

#5 Knowledge

We will explore what steps need to be taken in order for you to be successful in your specific situation by first gaining a thorough understanding of your situation, providing you with the necessary resources to facilitate your decisions, and explaining the risks and options associated with each choice.

#6 Transformation

We attempt to help you unlock the "best" you and life possible by always working collaboratively with you, on your behalf, and with your permission. We will take the time to clearly understand your background, philosophy, needs, and objectives, and we will always offer transparency around costs and our compensation.

Mia on my shoulders

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®

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.”.  

6Y3A5634

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!

Mia on my shoulders

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®

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.”.  

6Y3A5634

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.” 😃

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