WE HAVE MOVED! Across the Parking Lot! To a Bigger Suite!
6909 E Greenway Pkwy, Suite 295
Scottsdale,
Arizona 85254
Phone:
- (480) 935-7533
- (877) 281-5826
Fax:
- (602) 429-8275
E-mail:
Subscribe to Our Newsletter
Subscribe to our newsletter to receive future communications.
Our Newlsetter
Newsletters
-
Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
-
Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
-
Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
-
Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.