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
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.
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!
Not only can we help you create an investment strategy that's specific to you, we'll monitor and adjust it as things change.
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".
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.
Steps to consider to improve your Individual Life Plan
Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive, and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.
Managing your money involves more than simply making and following a budget.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.
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."