OUR FOUR-STEP PROCESS

Formulate a Plan

After your meeting, we will take your information and come together as a team to create an in-depth financial plan including short and long term goals.

2

Meet with an Advisor

During this meeting, we will gain an understanding of your personal goals, current financial situation, investment experience and risk tolerance through questionnaires and interviews. 

1

Mutual Commitment

We will present our recommendations to you, answer your question and outline the steps we need to take to implement your plan.

3

Review and Revise

Once we have implemented, we will monitor your investments and meet with you regulary. As life changes so will your plan. 

4

CONTACT US

ARIZONA | UTAH | MISSOURI | TENNESSEE

Scottsdale Corporate Office

Gainey Ranch Corporate Center

8777 N Gainey Center Drive 

Suite 201

Scottsdale, AZ 85258

Tel: 480-505-0234

Fax: 480-505-0239

© 2021  |  8777 N Gainey Center Drive, Suite 201, SCOTTSDALE, AZ 85258  |  480.505.0234