Based in Phoenix Arizona, as an independent fiduciary, we are required to act in the best interest of our clients. We carefully blend financial concepts and analytical evaluations of various options to educate, develop an action plan and monitor results to help clients pursue their financial goals.
We specialize in retirement planning, wealth building, and comprehensive financial planning. Key issues include:
Accumulate and Invest for the goal of long-term financial independence.
Protect and Preserve Wealth from taxes, inflation and by proving clients with investment recommendations based on the current investment opportunities. Our philosophy is to "Participate Yet Protect," participating in potential opportunities but with careful selection and risk protection strategies to help reach your objectives. We review many potential investments using analytical tools from a CPA firm background seeking opportunities for our clients.
The biggest financial risk most people face today isn't early death, which you should protect against with the best life insurance strategy, but living too long and not having enough financial resources to enjoy a long, active retirement.
I believe the key to the best long-term investment returns is not so much hitting the biggest winners in a good market but avoiding the big losses in a falling market. This is because if you suffer a typical bear market loss of 30%, it takes a 43% gain just to break even again.
Plan the distribution of wealth during your life as well as for your estate in the most tax-advantageous way based on your desires to provide financial assistance to your spouse, children, grandchildren or charities.
Free No Cost or Obligation Meeting by Calling 602-955-7500
Or E-mail firstname.lastname@example.org
Free Second Opinion on Current or Proposed Investment Portfolio
Evening and Weekend Appointments Available
No Minimum Account Size - Your assets are important regardless of amount
We Take Your Financial Future As Seriously as YOU SHOULD!
Large enough to serve yet small enough to care
Committed to Success Through Client Satisfaction
Graphics of Financial Planning Process that depends on the data you provide us to review. We can do comprehensive planning or narrow in on investments or other aspects of financial planning such as long-term care options, estate planning, etc.
Third party "Helpful Content" Dave has selected as most useful will be added below once selected
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Six overlooked tax deductions to help manage your tax bill.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.