About
We are a full-service financial advisory business that provides a fiduciary level of care. We bring the best of the best to the table with financial, tax, life insurance, Long-Term Care, retirement and income planning.
Everything that we do is about filling your needs. Beginning with a Financial Needs Analysis, our desire is to help you attain your financial and thus life goals.
I have over 17 years of helping people with financial services. The team that I draw upon includes CPA's, Estate Planning Attorneys, Business Consultants and more. I am and have been a small business owner for over 30 years and I understand your pain. I take pride in our educative, consultative approach to advising.
I am licensed as a Financial Advisor and life insurance agent with several states. I have the ability to work in any state.
I love to help people meet their goals and provide protection that will allow them to sleep at night. I recently had a prospective client write to me to say how fantastic the needs analysis was and how it opened her eyes.
Many of my new clients come as referrals. That is the best compliment of all!
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SARAH M.
Frequently asked questions
What is your typical process for working with a new customer?
I typically place a phone call to access the fit between a prospective client and our team. Should we both choose to move to the next step, I will complete a Financial Needs Analysis to deliver a 17-page analysis of the client's position. The client receives this copy whether we choose to work with one another or not.
Should we choose, I move into a planning stage with the client to determine the best path forward. I will give the client options on paths forward and educate them on the pros and cons of each method. Together, we'll decide on our path.
After this, we begin executing the plan. This is a process not an event and often takes weeks to months to bring to fruition.
What education and/or training do you have that relates to your work?
I am a licensed Financial Advisor having passed the Series 65 exam and maintained yearly continuing education since passing the exam.
I am a licensed life/health/annuity/LTC agent in AZ and many other states. As with the 65, I am constantly taking educational updates and training to stay current with both business and individual products and plans.