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 email@example.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.
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