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?
Your financial life does not happen in separate boxes. Your investments affect your taxes. Your taxes affect your estate. Your estate plan affects the people you love. Prime Position is our three-step process for bringing the key pieces of your financial life together.
Educational Resources
Make Sure the Plan Transfers Inheritance
Passing wealth to family sounds simple. You worked hard, saved carefully, and built something you want to protect. At some point, you may want that wealth to support a spouse, […]
Prepare for a Recession When You’re Retired
Recessions are part of the economic cycle, but they can feel very different when you are retired. When you are still working, a market downturn may be uncomfortable, but you […]
The 3 Pillars of a Retirement Plan That Can Last
A retirement plan should do more than help you retire. It should help you stay retired. That may sound simple, but many people enter retirement with pieces of a plan […]
Die With Zero?
How Sun City West Retirees Can Spend With Purpose Without Putting Retirement at Risk Some retirees spend years saving carefully, investing wisely, and preparing for the future — only to […]
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 […]
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?