INDIVIDUALS AND FAMILIES
Helping People Achieve Financial Independence for 30 Years
PERSONAL FINANCIAL PLANNING
Our financial planning professionals work one-on-one to understand your individual or family retirement goals and objectives. We then develop a customized wealth management solution where financial planning, investment management, and monitoring work together.
- Retirement Planning
- Financial Needs Analysis
- Cash Flow Analysis
- Education Planning
- Investment Planning
- Insurance Needs Analysis
- Tax and Estate Planning
PERSONAL WEALTH MANAGEMENT
After identifying your specific financial retirement goals, tolerance for risk, investment time, and tax situation we construct and manage a portfolio tailored to meet your specific needs. Regularly scheduled reports transparently detail progress.
- Dynamic Risk Management (DRM)
- Dynamic Size and Style
- Dynamic Sectors
- Dynamic Factors
NEWS AND BLOG
50 Free or Cheap Things to Do With Kids
Once school is out, you'll probably hear your kids utter these words: "I'm bored." Rather than let them turn on the TV or play video games, try any of these 50 free or cheap ways to entertain them. With the list, hopefully you won't have to listen to your kids say...
What Do You Really Know About Bear Markets?
A “bear market” occurs when stock prices in general are falling, and then widespread pessimism sustains the continued drop in prices. The stock market becomes a bear market whenever stock prices have fallen over 20% over the course of several months, as seen in...
A Path to Setting and Reaching Your 2020 Goals
What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path for setting and...
Executive meeting locations available in Paradise Valley, Mesa, and Tempe