4500 S. Lakeshore Dr.

Suite 342 Tempe AZ 85282

Mon - Fri 8.00 - 5.00

Saturday and Sunday closed

+1 480-699-5540

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Create A Financial Plan

Planning ahead for your retirement, exiting a family business, or making substantial gifts from your estate can feel like planning a trip to an exotic city somewhere far away. The thought of going to a foreign destination you’ve never been to can be thrilling and nerve-racking at the same time. As with any trip to a foreign land there will be plenty of unknown complications surrounding the details of how you will get to the desired destination safely.

The purpose of creating a financial plan is to eliminate as much confusion as possible by providing a detailed set of steps you need to take to reach your destination.

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Let The Plan Be Your Guide

Much like a GPS system, the financial plan will help you navigate the twists and turns of your financial journey. As changes happen in your financial life, the plan will continue to help you make the correct decisions to get to where you want to be.


Progress Milestones

One of the most critical functions of the financial plan is to help you understand if you are making enough progress as you move toward your objectives. These milestones help you determine what actions are needed to stay on track to meeting your goals on the timeframe you originally set for yourself.

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Expert Advice Is Critical To Your Success

Planning for your retirement, or other financial objective, entails making decisions involving large amounts of money. YOUR money. This is why you need an advisor who is an experienced financial planner. Why trust an advisor who is just starting their career or a robo-advisor platform that can’t possibly understand the uniqueness of your particular situation?
Our advisors are Certified Financial Planner™ professionals that have worked with many high-income families, high-net worth individuals, business owners, and other professionals in their career. We have the expertise necessary to guide you along your path to your highest financial success.

Top-Notch Software Solutions

While the advisor helps provide the human expertise to our clients, we use the best financial planning software solutions possible to turn complex financial data into easy-to-understand scenarios. Combined together, you get trustworthy quantitative data that is double-checked by professional experts.

Our preferred software system is the eMoney Advisor platform. eMoney is the industry standard financial planning software product.


Getting started is easy. The first step is to let us know how we can help you. Just fill out the simple contact form below and we will be in touch with you right away – or just call us at 480-699-5540.