Risk Management

To manage money you must first manage risk. Defining and understanding the multitude of risks is for an investor the path to feeling comfortable with their investment choices.  To complete a financial symphony, you must have all of the components properly managed: risk, investment and distribution are each equally important.

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Investment Management

Once the risks are identified a menu of potential investments can be presented as individual parts of your financial symphony.  As truly independent investment advisers our financial instruments run the gamut and provide all of the choices needed to help you complete your compelling financial symphony.

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Distribution/Wealth Management

When your risks and investment choices are presented and explained in a way that provides you comfort the next step is distribution and wealth management.  You must plan to not outlive your income and/or pass  assets to your heirs, it just doesn’t happen by accident!

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We want to earn your business…

 For more information call us direct 480-209-6420 or email

See a sample retirement plan HERE we will prepare one for you.  Your cost for this plan is just your time to complete the INFORMATION SHEET  Complete the information sheet, save to your desktop and upload here

Information Sheet and Sample

Our Mission

Our Mission is to provide our clients with the ability to pursue their financial goals and objectives, both in business and personally, through our knowledge, experience and expertise in an environment that reflects integrity, intentionality, and transparency; and a client-firm relationship that grows to familial closeness.