When Special Care Is Needed: The Special Needs Trust Extended Care: A Patchwork of Possibilities From Boats to Brokers Jane Bond: Scaling the Ladder


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 dave@hutchisonria.com 

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

Helpful Content

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You May Need to Make Estimated Tax Payments If…

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Red Flags for Tax Auditors

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Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Estimating the Cost of College

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Alternative Investments - Going Mainstream

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Saving for College

This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Strategies

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An Inside Look at Retirement Living

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

Keys to Investing for Retirement

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16 Wall Street Cliches in 60 Seconds

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The Good Ship IPO

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