Our Services

For Individuals & Families

One of the big things we help our clients dive deeper into is articulating their goals and building plans to help them pursue those goals. Often, planning for retirement and other life milestones is a hazy cloud looming and you may not be sure where to start planning. We will walk you through a detailed process to help you explore your options, envision your goals, and empower you to make sound financial planning decisions.

Some questions that we can answer together include:

Will I be able to retire successfully?
What does a successful retirement look like?
How can I develop a steady stream of income during retirement when my regular paychecks cease?
How can I afford to send my children or grandchildren to college?
What insurance needs should I consider for myself or my family?
Considering my life stage (accumulation, preservation, etc.) what financial considerations should I be thinking about?
How does risk play a role in my portfolio?
Will I be able to care for my aging parents?

We often work with our clients, their children, and their grandchildren and create financial plans that last for decades. No matter where you are, working with a financial professional who understands your situation is crucial for future success. Contact us today to get started.

For University Professors and Employees

We have an intimate understanding of the needs of Arizona university employees. In fact, we have been helping University professors pursue their financial and retirement goals for more than three decades, a commitment that is unmatched in our industry.

Thanks to our dedication to serve, our ongoing education, and our commitment to this niche market, we can advise you on many of your planning questions and concerns, including:

How can I develop a withdrawal strategy for my Arizona State Retirement System plan (ASRS), my pension, or my 403(b) plan?
I have an ORP or 401(a) plan. How does this change my retirement savings journey?
As a member of TIAA, I have a unique set of retirement planning tools. How can the professionals at your firm help me?

Our team of advisors can show you how to incorporate your university 403(b), 401(a), ORP, 457 plans, and personal IRAs into customized financial strategies designed to lessen your taxes, protect and grow your assets, and build lifetime independence. We can also advise you about your other, non-retirement investments.

With our professional, independent guidance you can plan for an active retirement in which you can travel, continue your research, or fulfill lifelong dreams without having to worry about running out of money. Contact us today to get started.