Meet Your Team
Your personal finances should be personal!
Experience the difference of working with a personal, multidisciplinary team—real people, not algorithms—delivering tailored retirement solutions across income, tax, estate, and wealth planning. It’s complex, but we’ll guide you through it, together.
Full Suite of Services
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
It’s Not an Exact Science: Why Tax Strategy Requires a Longer View
Taxes aren’t a one-year problem — they’re a lifelong equation. Over my career, I’ve learned that real tax planning isn’t about what happens this April. It’s about what happens ten […]
Celebrating 20 Years of Pickleball Progress: A Community That Keeps Evolving
The Sun City West Pickleball Club’s 20th Anniversary Celebration wasn’t just about marking two decades of play — it was about how the game, and the community behind it, continues […]
Prime Wealth Sponsors: The 20th Annual Sun City West Pickleball Celebration in between
There are milestones in every community that remind us why connection matters. This month, Sun City West’s Pickleball Club will celebrate one of its most beloved traditions — the 20th […]
Faith: Aligning Investments With Personal Values
Money is personal — but for many, it’s also deeply moral. Increasingly, investors are looking beyond risk and return, asking: Does my money reflect what I believe in? Environmental, Social, […]
Economic Policy Shocks: How to Protect Your Personal Wealth in Uncertain Times
When headlines shift overnight — tariffs imposed, interest rates adjusted, or tax codes rewritten — many people feel a sinking sense of uncertainty. For individuals nearing or in retirement, this […]
Don’t Miss Out on the Senior Deduction
SPECIAL TAX BLOG:When you’ve worked a lifetime to build financial security, you shouldn’t be leaving easy money on the table — especially not from the IRS. Yet that’s exactly what […]
Phased Retirement: Redefining the Transition from Work to Leisure
For decades, retirement was imagined as an on-off switch: one day you worked, the next you didn’t. But more people today are choosing a dimmer switch instead — easing gradually […]
Why January 1, 2026 Could Cost You More in Taxes
SPECIAL TAX BLOG:Most people don’t plan around tax law — because most people assume the law doesn’t change that much. But January 1, 2026, will mark one of the biggest […]
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?