Get Started

Now that you have learned about us, you have decided to introduce yourself. The first step in establishing a relationship with us is to download our short Introductory FactFinder, fill it out and send it to us. This gives us a brief overview of your situation and allows us to better understand the opportunities and obstacles unique to your financial situation. We can then have a conference call or a meeting (no charge) to better understand your needs, discuss our findings, and how our firm might be of assistance to you.

Please understand that we cannot render any specific advice to your situation unless we have looked at your entire situation. This follows our comprehensive planning philosophy.  If you want more information before filling out our FactFinder, please contact us at 480/722-9414, email us or download our ADV disclosure statement as required by our regulator.  We would be more than happy to assist wherever we can. You can download the FactFinder by clicking on the Icon below.

  Introductory FactFinder

  ADV Disclosure Statement

These documents can be read using the Adobe Acrobat Reader or the Adobe e-book reader.  The reader is available free of charge from Adobe at the link below.

Click to get Acrobat Reader

Ideal Client

	Net worth of $2M or greater
	Desires a close working relationship with us and willing to delegate
	Makes friends easily and willing to share of themselves, expecting the same in return
	Has some lead time before their plan is needed
	Believes in our comprehensive financial planning approach and willing to follow our proven process
	Willing to expediently implement the plan once completed
	Connected and using the internet