| 1. | What do you specialize in?
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| 2. | How long have you been in business?
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| 3. | How do you get paid?
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| 4. | Do you charge for a consultation?
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| 5. | Do you have references?
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| 1. | What do you specialize in? |
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We work in the areas of Safe Money Planning. We help our clients prepare for Retirement utilizing the most current income generating portfolios.
We also work with families that need to send their children to college without robbing their 401k or IRA's in the process.
Our specialties are unique and not like that of the traditional Financial Advisor.
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| 2. | How long have you been in business? |
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Having offices in both Arizona and California, we have been serving our clients for over 17 years.
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| 3. | How do you get paid? |
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We get paid in various ways. When we sit down for a consultation, we discuss the best method for your particular situation.
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| 4. | Do you charge for a consultation? |
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No, the initial consultation is of no charge. We typically spend 2 hours with you on our first visit to determine if we are a right fit for you and your family.
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| 5. | Do you have references? |
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Yes, we have many clients you can call. In fact, we have dedicated a link on this site with that information and we encourage you to use it. We also encourage you checking our background through the National Ethics Bureau. This bureau will verify that we have had a complaint free history as well as adhering to the highest ethical standard.
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