The average life expectancy has only been increasing, and retirees are growing worried of outliving their funds or being a burden on their children. Once we understand your goals, then, we will take a look at your retirement account statements. It’s simple: you bring us your goals and fears and we will share strategies and options that are available to help you accomplish your goals and crush your fears.

To learn more about retirement planning, give us a call at (480) 603-1941 and schedule a free financial consultation.

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today. In fact, most investors have no idea that there are actually four very different and unique types of annuities available to them. Instead, most people have been misled by both the media and certain financial personalities who misrepresent and lump all annuities together as if each one works exactly the same.

To learn more about annuities, give us a call at (480) 603-1941 and schedule a free financial consultation.

We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial security should you die prematurely and also accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.

To learn more about Life Insurance plans, give us a call at (480) 603-1941 and schedule a free financial consultation.

As you approach retirement, we can evaluate your existing retirement accounts – pension, IRAs, SEPs, 401k plans, annuities – and make recommendations for generating income from these accounts. We can also provide an overview of the options you have available for taking distributions from these accounts, and advise you on the most effective way to convert these assets into a steady income stream in retirement.

To learn more about your Retirement Plan Rollover options, give us a call at (480) 603-1941 and schedule a free financial consultation.

It would be an understatement to say that family businesses are the backbone of the American economy. Some 90 percent of all businesses in this country are either family-owned or family-controlled. They come in all shapes, sizes and colors, representing all sectors of our economy. From agriculture to services, technology and manufacturing, family businesses generate an estimated one-half of the U.S. Gross National Product and pay half of all wages earned in this country.
Not all family businesses are traditional small businesses either. In fact, about one-third of all businesses included in the Fortune 500 are family businesses. But not all of the family business statistics are rosy.

To learn more about your Legacy Planning options, give us a call at (480) 603-1941 and schedule a free financial consultation.