YOUR WEALTHPLAN ADVISORS RETIREMENT TEAMS
Retirement plan experts, fee-only consultants and investment fiduciaries.
We work solely for the best interest of our clients.
INSTITUTIONAL TEAM
401(k), 403(b), Defined Benefit, ESOP and Non-Qualified Plans
Heath Fagen,
CPFA
WEALTH MANAGEMENT TEAM
Financial Planning, Wealth Management and Retirement Income Management

Courtney Myrick
CONTACT US
ARIZONA | UTAH | MISSOURI | TENNESSEE
Scottsdale Corporate Office
at the Scottsdale Financial Center III
7272 E. Indian School Rd.
Suite 103
Scottsdale, AZ 85251
Tel: 480-505-0234
Fax: 480-505-0239