Business Details
48 Years
experience
Your Trusted Partner for Insurance and Retirement Planning
Established in 1978, NCA Financial Services has operated as a family-owned independent insurance agency dedicated to providing personalized financial protection solutions. Our philosophy centers on offering tailored insurance coverage through partnerships with reputable, financially sound carriers, ensuring clients receive customized plans that meet their unique needs. With over four decades of experience in retirement planning, annuities, Medicare, trusts, and long-term care, our team combines deep industry expertise with a commitment to client advocacy.We prioritize client education and informed decision-making, leveraging our extensive knowledge of evolving tax laws and insurance products to deliver reliable, future-focused solutions. Our reputation for integrity and personalized service has been built through direct client collaboration, ensuring each plan aligns with individual financial goals and life circumstances.
Services
Annuities
Medicare Plans
Retirement Planning
Trust Reviews
Senior Placements
Long-Term Care Insurance
Details
- Year established: 1978
Highlights and features
- We offer 40+ years of experience in retirement and insurance planning.
- Our family-owned agency prioritizes personalized service over corporate interests.
- We represent multiple reputable insurers to find optimal client coverage.
- Our team includes specialists in Medicare, annuities, and estate planning.
- We provide complimentary trust reviews to ensure compliance with tax laws.
What people say
Highly recommend NCA Financial
Protects my freedom and independence
Personalized service over corporate interests
Expertise in retirement planning
Compassionate care coordination
Services
Annuities
Our annuity solutions provide tax-deferred growth and guaranteed income streams for retirement. We help clients navigate fixed, indexed, and variable options to create stable, predictable income. With expertise in protecting assets against market volatility, we design plans that ensure financial security throughout retirement while addressing individual risk tolerance and long-term goals.
Medicare Plans
We offer comprehensive Medicare plan comparisons including supplements, Advantage plans, and prescription coverage. Our independent agency evaluates all available options to find plans that maintain access to preferred providers and medications. We specialize in helping clients understand coverage nuances, reduce out-of-pocket costs, and transition from employer-based insurance to Medicare-compliant solutions.
Trust Reviews
Our trust review service ensures revocable living trusts remain compliant with current tax laws and life circumstances. We assess documentation for accuracy in asset distribution, spousal benefits, and tax optimization. This service helps clients maintain effective estate plans that adapt to legislative changes and evolving family needs while preserving wealth for future generations.
Senior Placements
With 40+ years of experience, we assist families in finding appropriate senior living solutions. Our specialists evaluate care requirements, budget constraints, and location preferences to recommend assisted living facilities or home care options. We provide personalized guidance through the placement process, ensuring clients receive appropriate support while maintaining independence and quality of life.
Long-Term Care Insurance
We specialize in long-term care insurance solutions that protect assets against rising healthcare costs. Our policies help cover nursing home care, home health aides, and assisted living expenses not covered by Medicare. We educate clients on policy options that maintain financial independence while ensuring access to quality care during extended health challenges or disabilities.
People
Robert Riendl
Founder
With over 40 years of experience in Tucson, Robert established NCA Financial Services to provide personalized insurance solutions. His expertise in retirement planning and partnerships with major insurers ensures clients receive comprehensive, tailored coverage while maintaining financial security through changing economic landscapes.
Alexis Riendl-Luquez
Insurance Specialist
As Robert's successor, Alexis combines academic credentials from University of Arizona and Northern Arizona University with hands-on experience. She focuses on modern insurance solutions, maintaining her father's legacy of personalized service while implementing innovative approaches to meet evolving client needs in retirement and long-term care planning.
Questions
What insurance products do you specialize in?
We specialize in annuities, Medicare plans, long-term care insurance, trusts, and retirement planning solutions tailored to individual financial goals.
Are you an independent insurance agency?
Yes, we represent multiple reputable insurers to ensure unbiased recommendations that prioritize client needs over corporate interests.
How do you help with Medicare enrollment?
We provide comprehensive comparisons of all available Medicare supplement, Advantage, and prescription plans to find optimal coverage matching your healthcare needs.
Do you offer trust review services?
Yes, we provide complimentary trust reviews to ensure your estate planning documents remain compliant with current tax laws and life circumstances.
What areas do you serve?
While based in Tucson, we serve clients throughout Southern Arizona with personalized insurance and financial planning solutions.
How does long-term care insurance work?
Long-term care insurance protects assets by covering expenses for nursing homes, home health aides, or assisted living facilities not covered by Medicare, ensuring financial security during extended health challenges.
