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Money doesn't come with an owner's manual. That's why we're here.

There's no GPS that will lead you to financial confidence. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services, and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.

The good news is, we’re here to help. We want to know what’s important to you, to understand your unique challenges, and to help guide you to a stable future. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals.

5080 N 40th St Suite 400, Phoenix, AZ 85018

Phone (602) 957-7155 • [email protected]

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Fallen Tree Damage—Who Pays?

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Surprises

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Four Great, Unexpected Places to Raise a Family

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator compares the financial impact of leasing versus buying an automobile.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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An Inside Look at Retirement Living

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Social Security: By the Numbers

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Surprise! You’ve Got Money!

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