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Who We Serve

Dave Ramsey Enthusiasts

Dave Ramsey Enthusiasts

We take the Dave Ramsey mantra of "heart of a teacher" very much to heart.  We view our role in your plan as the CFO and you are the CEO.  It is our job to provide the details for you to ultimately make the decison.  We have followed and upheld Dave Ramsey principles since 2009.  We are very proud to be a SmartVestor Pro in Arizona.

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Retirees and Pre-retirees

Retirees and Pre-retirees

Many of our clients' biggest goal is a worry free retirement.  We thoroughly enjoy taking complex inputs and putting into language and information you can understand so that you can make the decision that is best for you.  We can help you think through tax-efficient savings and distribution strategies, social security optimization, medicare planning, and much more.

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Business Owners

Business Owners

As entrepreneurs we sit on the same side of the table with our business owner clients.  There might be something just a little wrong with us that binds our commonality in entrepreneurship!

Many business owners are great marketers, technicians, or process creators. But when it comes to building out benefits for employees or even for themselves they can get lost.  The great part is: you can customize it to you and pick from anything under the sun, the bad part is: you can customize it to you and pick from anything under the sun.  We love getting into the weeds to help our clients make sense of their options and implement what is best for them.

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