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


Five Lessons To Remember During Bear Markets

Five Lessons To Remember During Bear Markets

The Stock Market has been trying to teach these lessons forever…. The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification. For...

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Five Money Moves To Make With Your Tax Refund

Five Money Moves To Make With Your Tax Refund

Having a plan ahead of time will help ensure you use your money smartly If you have a refund check coming your way, consider using it to bolster your personal balance sheet. According to the IRS, the average refund will be about $3,300, and many receive the money...

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Should You Invest All at Once or Over Time?

Should You Invest All at Once or Over Time?

With markets so volatile, the human element to investing is very important The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise. A common...

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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