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In Response to Covid-19

What we're doing
In lieu of recent concerns with the current social and economic conditions, our team is doing our part to honor recommendations made by local health officials by taking proactive measures to practice social distancing recommendations. While we have always been dedicated to protecting the wealth of our clients, we also, and more importantly, care about your health and well-being. 

Effective immediately, we will be hosting all non-necessary appointments via email, phone, or virtual meeting. Our face-to-face appointments will be limited moving forward until further notice to ensure everyone's safety.

What this means for you
As we’ve seen over the years, events like these can influence the markets in the short-term. When you see markets react to the latest news, remember: those reactions are a common occurrence, not necessarily a cause for alarm. Breaking news should not dissuade you from pursuing your long-term objectives.

While market volatility can be unnerving, know that we are keeping a close watch over these current fluctuations on your behalf. Most importantly, we are on the lookout for any emerging long-term trends that might impact your portfolio and will be sure to communicate with you if any actionable plans arise.

If you have any concerns in the meantime, please feel free to reach out – we are always here to help.

We truly appreciate your trust and we look forward to working together for years to come.

Our People

Our People

Benefit from the experience of our team of professionals in investing, insurance and tax preparation.

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Our Process

Our Process

We take the time to get to know you.  We listen to your specific needs and concerns and design a financial blueprint tailored to your life. 

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Our Promise

Our Promise

Financial planning is for life.  We follow up and follow through. We are here for you whenever you need us. 

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Our Portal

Our Portal

Our Client Portal allows you to organize and track all of your financial data in one place.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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NEW SERVICES OFFERED

NEW SERVICES OFFERED

Attention Small Business Owners!

Let us take away the hassle and stress of bookkeeping and quarterly reporting.

We now offer special package deals, please call one of our locations for more details.

(480) 621-5851 Kierland

(480) 778-1950 Shea

(928) 282-3684 Sedona

Client Centered

Congratulations! Our very own, Frank Calise, was featured in Voyage Phoenix magazine.

Click here to read the article!