Meet Your Team
Your personal finances should be personal!
Experience the difference of working with a "One Stop Retirement Shop". We deliver tailored retirement solutions across income, tax, estate, legal and wealth planning.
One stop. Three professionals. Everything you need!
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
IRA Legacy Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Are You in Prime Position to Realize Your Dreams?
Our three-step Prime Position planning process brings all the specialists you need — advisors, attorneys, accountants and more — under one roof to provide a full spectrum of solutions that can help you protect your wealth and pursue your dreams.
Educational Resources
Your Retirement Should Not Be Made in Bulk
A factory is built for repetition. The goal is to make the same item the same way, as quickly and efficiently as possible. That may work for products moving down […]
Generic Annuity (NOT) Available
Your Retirement Income Shouldn’t Come From the Generic Aisle One of the most common concerns retirees bring into our Sun City West office is not whether they should consider an […]
Frozen Retirement Dinner
The Most Important Part of an Annuity Seminar Isn’t the Dinner Free dinner seminars are common in retirement communities for a reason. They are familiar, comfortable, and easy to attend. […]
One Size Does Not FIT All
Your Retirement Income Should Be Tailored, Not Taken Off the Rack A good tailor does not begin with the suit. They begin with the person wearing it. They look at […]
We Don’t Do Instant Retirement Plans
Retirement Income Shouldn’t Come at the Push of a Button Instant answers are useful when the decision is small. A vending machine works because the stakes are low. You press […]
Before You Turn 73: A Sun City West RMD Checklist
Sun City West is a community built on planning ahead. The golf tee times get reserved early. Stardust Theatre tickets go fast. The pickleball courts at Palm Ridge fill up […]
Which Retirement Accounts Require RMDs? A Guide for Sun City West Retirees
One of the first things we do when a new client sits down with us at our Sun City West office is ask them to walk us through their retirement […]
How RMDs Can Affect Your Taxes and Medicare Costs in Sun City West
When clients approaching 73 sit down with us at our Sun City West office, the question we hear most often is not “How do I calculate my RMD?” It is […]
Looking for Ways to Create Income in Retirement?
Financial Professionals Can
Help You Explore Options
Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to
help you decide if an annuity might be right for you, including:
- Annuities make accessing money impossible.
- Annuities are too complicated to understand.
- Savings are enough — why an annuity?