TANYA MENDOZA
FINANCIAL PROFESSIONAL
Contact:
(623) 451-5189
tanya.financial@gmail.com
Phoenix, Arizona
Customized Wealth Solutions For You and Your Family
GFI offers a comprehensive range of wealth solutions tailored to meet the diverse needs of individuals, families, and businesses. We believe in an approach to financial well-being that encompasses wealth creation, protection, and transfer.
Our solutions are designed to empower you to achieve your financial goals, secure your legacy, and make a meaningful impact on your family, community, and beyond.
Our Trusted Partners
As part of our commitment to our clients, each of our providers we partner with are rated A or higher by industry standards.
All the services you need,
in one place
-
![]()
Tax-Free Accumulation
ButtonGrow your retirement savings without the tax burden and secure a brighter financial future.
- Roth IRA's
- Roth Conversions
- Cash Value Life Insurance
-
![]()
Principal Protection Programs
ButtonShield your investments from the unpredictability of market losses while ensuring robust asset protection. Navigate financial tides confidently, safeguarding your wealth and legacy from unforeseen risks.
-
![]()
-
![]()
Children Funds
ButtonSecure your child’s future with the Million Dollar Baby Fund. Invest today for a brighter tomorrow with flexible plans tailored to your needs, turning aspirations into achievements.
- Flexible
- Tax-Free
-
![]()
-
![]()
-
![]()
-
![]()
-
![]()
How Our Client Process Works
-
Step 1. Complimentary Introduction Meeting (Via Zoom or In-Person)
Our first meeting will be a relaxed conversation where we get to know you and your goals without any pressure.
We'll discuss and teach you key financial concepts, and if we're a good match, we'll collect your financial information for a comprehensive one-page Financial Needs Analysis.
-
Step 2. We Prepare a Customized Strategy
We organize your information and craft a personalized plan that evaluates and compares all available options from more than a dozen companies.
We do all of this at no cost to you.
-
Step 3. We Present Your Proposal
During our second meeting, we will present your strategy and make any necessary changes.
If you're happy with your plan, we can help you implement it.
If the timing isn't right, that's okay - you can hold onto your plan and reach out to us when you're ready.
-
Step 4. Annual Reviews
We will stay in contact annually to assess your existing accounts and adapt them to accommodate any changes in your life, income, expenses, employment, etc.
Learn More About Business Opportunities With GFI
We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.
Global Financial Impact LLC in the United States
Global Financial Impact Insurance Agency in California
5687 Silver Creek Valley Rd Ste #65, San Jose, CA 95138
California License #6011865
Neither GFI nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.