Helping People Achieve Financial Independence for 30 Years


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


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


Fed Faces Twin Threats in Fight Against Inflation

Fed Faces Twin Threats in Fight Against Inflation

There is wide agreement among economists and market observers that the Federal Reserve’s aggressive interest rate hikes will cause economic growth to grind to a halt, leading to a recession. Less talked about is the risk of a financial crisis as the U.S. central bank...

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Summer Time Reminds Us to Be Flexible

Summer Time Reminds Us to Be Flexible

Your financial plan must be adaptable – you don’t set it and forget it As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what tomorrow holds. This is certainly true in the...

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The Perils of Trying to Time the Stock Market

The Perils of Trying to Time the Stock Market

Two years after the COVID-market-bottom, were you fully invested? The end of March 2022 marked the two-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since then the U.S. stock markets have quickly reached new highs, with...

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2550 W. Union Hills Drive
Phoenix, AZ 85027
(623) 242-6332

Executive meeting locations available in Paradise Valley, Mesa, and Tempe