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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

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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Try these activities to keep your brain sharp.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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