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Let us help you achieve a Confident Financial Future
Getting started requires three key things: finding out where you stand financially, naming your personal financial goals, and creating a plan to reach those goals.
How It Works
We get to know you
(and you get to know us)
Our first step will be to look at all of your assets - bank accounts, investments, current fees, risk allocation, the whole nine yards - to get a full picture.
We help you clarify
your financial goals.
We will sit down with you and propose a strategy for reaching your goals.
We help you move toward your goals
and keep track of your progress.
The most important part of this process is to present to you a road map in the form of a comprehensive, full blown, WRITTEN PLAN that considers all the areas of your financial future.
Workshops and Seminars
Our team is passionate about teaching and believes that continued education is the key to empowering our clients.
Ready to register but want to find out more about a specific seminar? If you have a question for our seminar team feel free to contact us before you register. We want to make sure you are comfortable in your choice of seminar. Not sure which seminar to take? Just ask. Need to arrange for special dietary restrictions? That’s right...just ask.
What is Tax Risk?
The word TAX is in the name of our company for a reason. We believe incorporating tax planning into your financial plan is CRUCIAL in the probability of meeting your goals, especially when planning for retirement. Which is precisely why we created our taxes office.
Most advisors aren’t even talking about tax because they are prohibited from even mentioning it to their clients. Not us.
We are in the most efficient tax window in history right now... and if your advisor is not helping you take advantage of that, they are simply not doing their job. Interested? Speak to an advisor at 602-449-0146.
Meet Our Team
We are your PARTNERS in retirement.
We pride ourselves on communication - you're not going to pay your fees and hear nothing from your advisor.
We want to help you develop a game plan for your finances so you can come in first with money.
We also pride ourselves on the fact that all of our advisors are fiduciaries and they are required to be unbiased, transparent, and act in your best interest.