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Caring

Our experienced professionals have helped many people just like you with similar issues and concerns.  We can help you create an approach that is designed to address your unique situation.

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Independent

We have no obligation to sell proprietary products or services enabling us to select only solutions that we believe are best suited to our clients’ goals.

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Teamwork

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.

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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.

Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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