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Our Services

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Concentrated
Stock Positions

We can help you meet your comprehensive financial needs by leveraging the diverse resources of Raymond James to manage your unique risks.

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Insurance Planning

We provide a wide range of innovative insurance strategies, including life, disability and long-term care insurance that can offer safety for you, your family and business.

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Institutional Consulting

Are you currently following a defined, disciplined process that accurately reflects your institution’s investment needs? We have the resources to help.

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Tax Aware Investment Management

We can help you narrow the overwhelming number of investment opportunities to just the right ones for you, your family and your goals. From fixed income bond solutions, to individual equities to alternative strategies, we will provide an efficient, effective plan to manage your investments to the goals that are most important to you.

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Charitable Planning

We have the resources to customize a plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.

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Qualified and Non-Qualified Retirement Planning

Our goal is to make it simple. We have strategies to help you save money in a tax efficient manner today to meet the goals that you have set for tomorrow.

Second Opinion Service

You have problems, we have SOLUTIONS.

You may be in a complex situation or perhaps you are unhappy with the advice you are receiving from your current financial advisor. Our Complimentary SECOND OPINION service is available to potential clients and those people they most care about.

Call us today for a COMPLIMENTARY second opinion on your financial well-being.

Contact Us

3131 E. Camelback RD,
Suite 335,
Phoenix, AZ 85018