Financial Planning

Partnering with our firm’s Certified Financial Planner (CFP^®) Professional, we use state-of-the-art financial planning software to customize a presentation for you. We review:

• Arizona State Retirement System (ASRS) Pensions
• Social Security
• Income and asset analysis
• Risk Management – Life and Disability Income Insurance, Long Term Care and Annuities
• Estate Planning

Wealth Management Strategies

Fee based Professional and Institutional active Management platforms

Group and Individual Retirement Savings Plans

Serving as the local MassMutual and MML Investors Services, LLC agent Healthcare 403(b), 457(b) plans and Higher Education Funding.

• IRA’s – Rollover, Traditional, Roth, SEP and Simple
• College Savings – 529’s

Qualifications

• Over 28 years in the Financial Industry. The last 15 years in the Education & Healthcare Non-Profit sector
• Industry designations:
  • RICP^®– Retirement Income Certified Professional
  • CLTC^®– Certified Long Term Care specialist

• 11 time Platinum and Leaders MetLife Conference Qualifier
• Securities Licenses: Series 7,6 and 63. Licensed to offer Life & Health in Arizona

Personal

• Arizona resident since 1997, married with (2) teenage boys
• Active with FAAN – Food Allergy & Anaphylaxis Network
• T.S.A. – National Tax Deferred Savings Association
• Volunteer with Boy Scouts of America – serving as Scoutmaster of Troop 818 in Scottsdale