One Plan for a Lifetime of Financial Security

I'm a well known trusted retirement and income planning specialist practicing in the Phoenix Metro area in Arizona. Together with my planning team of Estate Planning Attorneys, CPAs and various other Financial professionals, I use our combined expertise to create strategies and build plans so that our clients can achieve maximum results from their life savings, based on their key concerns and objectives. Everybody’s retirement needs and wants are different and understanding what is important to each individual is vital to building the right Retirement and Income Plan. Over the past 29 years I have advised thousands of individuals, families and business owners on ways to increase retirement income, ensure they won’t outlive their savings, preserve their assets, protect them against inflation and potential catastrophic health care costs, optimize their estates and everybody’s favorite…..how to minimize and reduce TAXES. I've helped them achieve their retirement goals and dreams from a financial  perspective. I would like the opportunity to do the same for you.