With over forty years collective experience in the financial planning profession, we work together to help you organize your financial life. As a team, precision and cooperation is a must, and listening is what we do best. We listen to you and ascertain your concerns, your needs and your financial situation. We ask very targeted questions to map out the most efficient routes to help you arrive at your goals. This sets the tone for a rewarding and successful relationship; one in which we will always be there to listen.
Our years of experience, as well as our network of numerous professionals, results in our being able to provide a multiplicity of resources to you. While each of us may have amassed knowledge in different areas of specialization, we also can work with professionals outside of our practice, such as 401 (k) specialists, attorneys, and accountants, who give our clients that value-added service that is hard to find. This integrated team approach to your finances gives you the extra edge in thoroughness.
In addition to scheduled periodic meetings, we are here at your convenience when the need arises. As long-term partners working together, we are eager to review your financial situation. Contact us today and see how our integrated team approach to your finances could work for you.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an
or give us a call at 623-972-6155 or 1-800-729-6155