Trusted Arizona Financial Advisor: (480) 305-2038 | Client Center ›

Our Services

See the Big Picture

Imagine being confident about every financial decision you make.
We know it sounds crazy, but that’s where we come in.

Planning
Investments
Retirement

The Lifetime Wealth Process™

1. The Ideal Future Conversation

When it comes to your money, your financial goals convey how you see your ideal future, and that’s where we come in. During our initial meeting, we’ll cover the state of your finances, answer any questions you may have, and most importantly, discuss your financial goals. Ultimately, this meeting is your chance to get to know us and understand how we can best serve you.

2. The “Moving Forward” Blueprint

Since our last meeting, we’ve been hard at work designing your personalized financial blueprint. We strategically build your plan to fulfill the financial goals you previously shared with us. During our follow-up consultation, we’ll review it with you, answer any questions you may have and move forward toward your ideal future.

3. The On-Track Scorecard

Now that you’re our client, you’re a part of the family! As such, it is now our full time job to make sure you’re on-track for hitting your financial goals. In order to accomplish this, we offer you biannual meetings with us to review your account. We’ll cover anything you’d like to go over always keeping your financial goals and ideal future in mind.

Planning

Get personalized advice based on your goals.

Whether it’s providing the best opportunities for your family, establishing a solid financial foundation for the future, or retiring comfortably and confidently. Our job is to guide you along the way.

We’re here for the moments you hope for, and the ones you might not expect.

Investments

Get personalized advice based on your strategies.

We start by getting to know you, your goals, and reasons for investing. We then make recommendations catered specifically to you that include: risk level, amount to invest, and type of account. Our focus is to grow and protect your money

Make sure your hard-earned savings are working hard for you.

Retirement

Get personalized advice based on your ideal future.

Retirement planning can be overwhelming, especially without any guidance, but that’s where we come in. Our job is to make sure you’re on track to hit your financial goals and achieve the kind of retirement you’ve worked hard for.

It’s never too early to start retirement planning - let us guide you through the process.

Our Client Community

  • Values and focuses on the things in life more important than money
  • Strives for financial success by actively making smart choices with their money
  • Takes action on sound, trustworthy advice
  • May not have the time, ability or desire to manage their portfolio, and would prefer a trusted professional to handle their investments
  • Appreciates being told the truth and values honesty

Our Client Community Does Not:

  • Let short term market volatility cause them to second guess their long term investment and financial plan
  • Call us wanting to buy penny stocks “someone” told them about
  • Watch doom and gloom media coverage all day, every day

Start Planning Your Future

We are your trusted Arizona financial planner for private investment, financial advocacy, retirement planning, & more.

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Voted #1 Ranking Arizona

Investment Brokers

2013

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Voted #2 Ranking Arizona

Independent Investment Advisors

2014

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Voted #1 Ranking Arizona

Independent Investment Advisors

2015

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Voted #3 Ranking Arizona

Independent Investment Advisors

2016

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Voted #6 Ranking Arizona

Independent Investment Advisors

2017

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Voted #4 Ranking Arizona

Independent Investment Advisors

2018

Check the background of this investment professional on FINRA's BrokerCheck.