Broker Check

Our Commitment To You 

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Our Commitment To You

Our Schedule is YOUR schedule, We call YOU regularly based on your specific services.

Our services are fairly priced, based on what YOU need, not on what is convenient for us.

We are committed to YOU, our clients, regardless of the amount invested, employee status or stage of life. 

We strive to provide YOU the best advice out there. And we stand behind what we say.

Representing LPL Financial throughout Arizona and Northern New Mexico

Our advisors represent LPL Financial Advisors for many 403(b) and 457 plans with Public Employers

We understand your issues.

30+ years helping educators and public service employees with retirement programs and related issues.

We Have the Numbers!

We are entrusted to manage more than half a billion dollars for people just like you

We've got your back!

Knowledge and experience in financial planning for employees in education, the public sector, Government, healthcare and more.

We Have the team.

With a diverse staff of 9 advisors and 6 support staff in 6 cities across Arizona and New Mexico, we've got you covered!

A personalized approach.

No cookie-cutter solutions! We offer a customized approach to meeting any or all of your needs and goals. 

Spotlight Services

Our Credentials

Financial Planning

Financial Planning

We can help you create a strategy to address all of your goals whether it's college for the kids, debt reduction, student loan management or travel, we've got you!

Investment Management

Investment Management

Not only can we help you create an investment strategy that's specific to you, we'll monitor and adjust it as things change.

Retirement Planning

Retirement Planning

As Yogi Berra famously said; "You've got to be very careful if you don't know where you are going, because you might not get there". We have the tools and skills to create your personal "roadmap" to help you get to your "there".

Risk Management

Risk Management

While planning to meet your goals might be more "fun", managing your risk is just as important. We can help with Life insurance, Disability, Long term care insurance or even estate planning.

RESOURCE CENTER

Steps to consider to improve your Individual Life Plan

RETIREMENT

Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

INVESTMENT

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

ESTATE

Manage personal affairs while you're alive, and control the distribution of wealth upon your death.

INSURANCE

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

MONEY

Managing your money involves more than simply making and following a budget.

LIFESTYLE

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.

How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Tell Us How We Can Help You Today

Thank you!
Oops!