14850 N. Scottsdale Rd, Ste 155
Scottsdale, AZ 85254
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- Living Well
- Investing Well
- Planning Well
You’re true to yourself, and your financial plan should be, too. That’s the core of what we do. Backed by the resources of Raymond James, one of the leading independent financial services companies in the United States, our advisors take a different approach to financial planning that focuses on you as an individual.
Our services are comprehensive and cover all phases of life, from planning for your children’s education to honing in on a comfortable retirement. Whatever the milestone may be, we’ll be there to serve alongside you.
You’ve likely thought about what retirement will be like, but have you defined the details that will make up the next phase of your life? Now is the time to nail those down and identify your short- and long-term goals. Remember, retirement isn’t an endgame; it’s a full and active part of your life that could last a long time so you’ll want to be as confident as you can – financially, emotionally and physically.
We can work with you in the years and months leading up to this new stage. And when it comes time for the next journey to begin, we’ll be there to help you continue planning for your future.
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the last thing on your mind when making arrangements and picking up the pieces.
Of course, there’s no one right way for you and your family to address the most common issues that arise when faced with a loss. And while many decisions can be postponed while you’re grieving, we understand there are practical matters that may need your attention right away.