About

 Built on Family, Guided by Legacy

Kea Retirement Solutions was founded with a simple but powerful belief: families deserve financial guidance they can trust,guidance rooted in integrity, long-term thinking, and genuine care for future generations.

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More than 25 years ago, our family saw a need in Southern Arizona. Too many hardworking individuals and families were doing everything right—working hard, saving where they could,yet lacked clear guidance on how to truly protect their future and pass on what they had built. Kea Retirement Solutions was formed to close that gap, not with quick fixes, but with education, preparation, and relationships that last.

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From the beginning, this company was built as a family business, grounded in values we practiced at home long before we shared them with clients. The principles that shaped our own family’s financial decisions became the foundation of the “keys” we now offer others, keys designed to create financial freedom, reduce worry, and build generational stability.

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Over the years, Kea Retirement Solutions has grown alongside the families we serve. What began as a small, community-focused practice has evolved into a full-service retirement and financial solutions firm, proudly serving clients across Arizona and beyond. While our roots remain strong in Sierra Vista and Tucson, our reach extends far beyond city limits, allowing us to support individuals, families, and businesses wherever life takes them.

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One of the most meaningful chapters of our story is unfolding now: the transition to second-generation leadership. The next generation has stepped in not just to run the business, but to carry the legacy forward, honoring the trust built over decades while bringing fresh perspective, innovation, and a continued commitment to service. This transition reflects exactly what we teach our clients: intentional planning, thoughtful succession, and preparing the next generation to lead with confidence.

The impact of Kea Retirement Solutions isn’t measured only in accounts or numbers. It’s seen in families who retire with peace of mind, in children who inherit not just wealth but wisdom, and in communities strengthened by stable, prepared households.

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At Kea Retirement Solutions, our story is still being written, by every family we serve, every legacy we help protect, and every generation we prepare for the future. And we are honored to walk that journey with you.