Meet Your Team
Your personal finances should be personal!
Experience the difference of working with a "One Stop Financial 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
Inflation Conditioning for Your West Valley Lifestyle
If you’re retired or close to it in Sun City, Sun City West, Surprise, or anywhere in the West Valley, you’ve probably noticed something over the last few years. You’re […]
Three Professionals, One Money Plan
If you’re retired or close to it in Sun City, Sun City West, or Surprise, you’ve probably collected a lot of pieces over the years. An investment account here, a […]
Your 2026 Financial Fitness Warm-Up: 5 Simple Moves
Every January in Sun City, Sun City West, and Surprise, people decide this is the year they’ll get in better shape. They walk a little more, cut back on the […]
Estate Planning for a Financially Fit Family
When people in Sun City, Sun City West, and Surprise think about getting financially fit, they usually start with investments. Maybe taxes. Estate planning is the thing they promise to […]
Trim the Tax Fat From Your Retirement Income
If you’re retired or close to it in Sun City, Sun City West, Surprise, or anywhere in the West Valley, you’ve probably spent most of your life watching what you […]
West Valley Financial Fitness Challenge
Every January, people in Sun City, Sun City West, and Surprise decide this is the year they’ll get in better shape. They walk a little more, cut a little sugar, […]
What Does Financial Fitness Look Like?
It’s a new year and resolutions are everywhere. “I’ll go for a walk.” “I’ll eat better.” You pick small, simple things you can actually do. But are you also working […]
The Toys for Tots Drive: Thank You, Sun City West
This holiday season, Sun City West reminded us—again—what a generous community we’re privileged to be part of. Our Toys for Tots drive officially wrapped up yesterday, and thanks to you, […]
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?