16725 S. Desert Foothills Parkway
Phoenix, AZ 85048
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- Estate & Legacy Strategies
- Retirement Savings Strategies
- College Savings
- Divorce Finances
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Special Needs Financial Considerations
- Wealth Strategies
Hours of OperationMonday - 9:00 AM - 5:00 PM
Tuesday - 9:00 AM - 5:00 PM
Wednesday - 9:00 AM - 5:00 PM
Thursday - 9:00 AM - 5:00 PM
Friday - 9:00 AM - 4:30 PM
Saturday - By Appointment
Sunday - Closed
As a Financial Advisor my focus is to empower clients, especially people in transition, on smart money management and investment strategies in order to create the future they desire.
I have the opportunity everyday to get to know individual clients and learn what is important to them. We work together to build personalized strategies to help them achieve their goals through an established process. We partner together throughout their life to keep them on track to reach their goals. Goals are as unique as the individual and will change as families and lives grow.
Working with me provides the following benefits;
*A comprehensive financial strategy
*Identify risks you may be looking right past
*Press you to answer the uncomfortable questions regarding your financial strategies
*Review and monitor your investments
*Guide you through market volatility
*Collaborate and coordinate with the other professionals, such as your CPA, estate attorney, or trustee to help ensure all areas of your financial strategy are working in tandem.
I present options and solutions to assist you in reaching your goals - and future generations – with clarity and full disclosure of my processes, explanation of my ongoing services to you, and full transparency of fees. Please contact me for a complimentary consultation.