Providing Financial Services Since 1986

We have two convenient offices to serve our clients better:

West Valley:  20325 N. 51st Ave. Ste. 174

                     Glendale, AZ  85308

East Valley:   4500 S. Lakeshore Dr.  Ste. 325  

                     Tempe, AZ  85282

We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.