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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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Your Emergency Fund: How Much Is Enough?

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A collection of tips from professional travelers.

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Four vacation destinations you might never have thought of.

 

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How to help determine life insurance needs to provide for your family after you pass away.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Your Emergency Fund: How Much Is Enough?

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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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In the face of divorce, making changes to insurance coverage may be overlooked.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What Our Kids Can Teach us About Saving Money

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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.

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