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Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Based in Phoenix Arizona, However, we are licensed in many states and offer to serve clients anywhere in the U.S. subject to appropriate state licensing. 

We are an independent fiduciary, 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.

Another significant risk as we live longer is long-term care costs.  There are many options available to protect your assets from the costs of long-term care, should you or your family have that future need.

We 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.


 No Cost or Obligation Meeting

 602-955-7500 Or E-mail [email protected] 

Free Second Opinion on Current or Proposed Investment Portfolio
Evening and Weekend Appointments Available
No Minimum Account Size  

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

 

Third party Extensive Resources  that Dave has selected that rotate daily or complete list of topics in Quick Link section at the bottom of each page. Dave's many reports are in the top tab vs these 3rd party videos etc.

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Long-Term-Care Protection Strategies

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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.

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There’s an alarming difference between perception and reality for current and future retirees.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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With alternative investments, it’s critical to sort through the complexity.

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

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