you in achieving these goals by providing strategies for Protection, Accumulation, and Distribution. Our process 's needs. We offer insurance, investments, and retirement solutions along with professional guidance to help have an impressive cash reserve of $23.3 billion*, which demonstrates our capability to meet

Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and

objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. Independent holistic advice is the cornerstone issue. This award was bestowed on the top 3% of all Financial Planners in the Greater Phoenix

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed

retirement to saving for college and being a tax-smart investor, our experienced advisors help create tailored strategies that are designed to meet your goals. With over 3 million clients served