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We work in tandem with our client’s trusted advisors, CPAs and attorneys to ensure that the whole team is working towards attaining our client’s goals.Learn More
Understanding Today's Financial Environment
We are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising in Phoenix, Arizona. With over 20 years of experience, we provide personalized service to our clients and strive to help individuals, families, and business leaders achieve peace of mind through attainment of their goals.
We provide personal wealth clients our attention to detail as we assess their current situation, evaluate and develop goals, then formulate a custom plan to put them on track to achieving their goals. We take the time to create action steps to implement the plan and act as a catalyst to get things done. Partnering with our client's trusted advisors ensures that the whole team is moving in tandem.
Business owners enjoy this same level of personal service dedicated to needs specific to their company's challenges and opportunities. We are most often called on to advise on 401(k) plans—from creation to transition. We provide an independent, unbiased review of company needs and develop appropriate plan solutions and then manage assets, oversee fiduciary compliance, and provide employee communication/education. Many businesses may find our review of their current plans and assistance in transitioning them to a more beneficial situation invaluable.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Life insurance proceeds are generally tax-free. But not in all cases.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
There’s been a lot of talk about Tax Reform. What might it look like?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.