Our ServicesRulon Financial »
At Rulon Financial & Tax, we offer a range of services designed to help our clients build, protect, and manage their wealth.
We can help you establish a guaranteed stream of income to provide for your retirement needs and protect your assets from market volatility.
Our team can help you choose the right policy to safeguard your family’s financial future, providing peace of mind and financial stability in the event of the unexpected.
We can help you select funds that align with your financial goals and risk tolerance, providing a diversified portfolio that can help you achieve long-term growth.
Our team can help you choose the right exchange-traded funds to help mitigate risk, provide exposure to specific markets, and optimize your investment strategy.
Stock and Bond Management
We can help you develop a customized portfolio that aligns with your goals, risk tolerance, and time horizon, providing expert guidance on individual stocks and bonds.
Estate Planning and Tax Reduction
Our team can help you create a comprehensive plan to minimize tax liability, transfer assets to heirs, and ensure that your legacy is preserved according to your wishes.
Who We Are
The founder of Rulon Financial & Tax, P Scott Rulon, started the company with the goal of helping clients build fruitful financial lives while protecting against the unexpected. He began his career as a tax specialist and saw first-hand the damage unethical financial advisors could do to portfolios. Determined to impact his client’s financial futures positively, he obtained his financial and insurance licenses to help them grow their wealth ethically.
Scott Rulon’s experience and expertise have attracted a talented team of financial advisors and tax professionals who share his commitment to helping clients achieve their financial goals. From financial advisors to strategists, the team has all the resources a client needs.
Why Choose Us
We believe communication and collaboration are key to building long-lasting relationships with our clients. Our team is always available to answer questions and provide guidance, ensuring our clients are informed and comfortable with their financial plans.
Our commitment to our clients extends beyond the initial financial planning process. We stay in touch with our clients continuously, monitoring their progress and adjusting their plans as needed to ensure they stay on track to achieve their goals.
At Rulon Financial & Tax, we believe each client is unique and deserves personalized attention and guidance to help them achieve their financial goals. Our team works with clients to develop customized financial plans that address their circumstances.
LJ brings 17 years of organizational and processing experience to her role at Rulon Financial & Tax. She is a caring person who is always lending a helping hand. LJ is an Arizona Notary Public as well.
LJ lives in the Phoenix area with her husband, son,and Dachshund named Holley Berry. LJ enjoys Arizona’s outside amenities like walking and bicycling around Phoenix’s Urban Parks. LJ especially likes volunteering her time and resources to local charities.
P. Scott Rulon
Scott founded Rulon Financial & Tax (RFT) with a vision that financial education and literacy should be available to improve the lives of people (especially our clients). Scott’s career began as a 401(k) and tax accountant for a large retail chain. He realized after 10 years in Corporate America that he needed to impact people’s financial lives on a much more personal level.
In 1995, Scott opened his first financial services business as an owner of a CPA Firm. Within three years Scott understood the necessity of looking at his clients’ greater financial picture. He knew the firm’s clients needed a pathway to financial literacy and competence. He passed examinations for the FINRA Series 7, 63, and 65 licenses as well as the Arizona Life, Health, and Disability Insurance Licenses. The growth of Rulon Financial & Tax led to appearances on Channels 3, CBS 5, Fox 10, and ABC 15.
Shari has an extensive background in customer service and has enjoyed working in various industries for over 30 years. She enjoys having the ability to help clients whenever possible and it shows in her work ethic. She is most outstandingly a “people person” and this is evident from your initial conversation with her.
A native New Yorker, Shari and her husband moved to Arizona over 20 years ago. They are proud of their two beautiful daughters. In her spare time Shari enjoys spending time with family and friends and spoiling her two boxers.