This firm was formed to provide clients with comprehensive financial planning and wealth management services. Motivated by its desire to help every client achieve financial liberty, the firm offers a multidisciplinary financial approach, a broad network of certified professionals, valuable access, and a dedicated team that offers a tailored experience and services to their clients. In addition, this specialized team of financial experts is committed to serving its clients with loyalty, fairness, responsibility, and competency. They know that their clients have worked hard to get where they are today, and the firm vows to help them get where they are going tomorrow.
We know that our firm may appear to be like “all the other financial firms” around, but we assure you we are not like everyone else. It may seem unlikely that we could so easily distinguish ourselves from the other financial providers in the industry, but we know what we are offering clients and it is truly unique. We are here to serve our clients with loyalty and care, to provide them with exceptional service, and to offer the highest quality products in the marketplace. We also possess several key distinctions that separate us from the rest in our industry
Our firm is fueled by one thing: our desire for clients to achieve their dreams. We know our clients worked hard to get where they are today and it is our goal to help guide our clients toward financial liberty so they can achieve their dreams tomorrow. This simple motivation drives us to relentlessly utilize our knowledge and expertise to help our clients reach their financial potential and ultimately reach a place of pure financial freedom.
We built our firm to maximize the benefits offered to our clients. As such, we approach each financial plan from a comprehensive perspective. The intense knowledge and experience we possess in different areas of the financial markets–from holistic financial planning, investment, retirement, tax & estate planning, mortgage finance, risk management, and insurance–allows us to tackle our clients’ financial circumstances by calling on our multi-disciplined backgrounds. By offering a holistic approach, we work to anticipate possible situations that might arise in our client’s financial journey and help guide them to the financial destination that they desire.
We analyze our clients’ unique situations and provide them with concrete solutions by utilizing our strengths, education, and vast experience to get the maximum output for the benefit of our clients as well as calling the best tools available to us: our network. Our longstanding relationships with an extensive network of financial institutions and partners gives us the flexibility to offer creative solutions for even the most complicated financial transactions. With our extensive base, we have the opportunity to work with our broker dealer Cambridge Investment Research as well as collaborate with some of the best minds in the field, including CPAs, CFAs®, Estate Planning Attorneys, and Family Law Attorneys from across the valley.
We are also unique because we promise our clients the most important thing in their roadmap to financial freedom: access. As trusted professional financial advisors, we are relentlessly dedicated to being there every step of the way simplify the process, garner results, and to answer questions. Not only do clients have 24/7 access to us, but they also receive a tailored customer experience from professionals who genuinely care about their well being. We apply our core values of competency, honesty, responsibility to every client and work diligently to provide valued constant communication throughout the process.
We truly want the best for our clients. We know that financial planning may be daunting for some, that is why it is our goal to make it easy for our clients; we are here to simplify the process. We are committed to providing exceptional client service that enables our clients to live more comfortable and productive lives as a result of our work.
We are a financial services firm created for the purpose of fulfilling one important goal — helping our clients reach financial freedom — and exceeding their expectations throughout the process.
We are a trusted financial services firm committed to helping our clients by utilizing our broad experience and knowledge, providing the highest quality financial products and services, and guiding our clients with honest and qualified advice and guidance to help them works towards financial freedom.
Our primary business objective is to be the most trusted financial services provider in Arizona. We serve by committing ourselves to levels of competency, honesty, responsibility, and professionalism that set us apart from our competitors and provide comprehensive service to clients in the valley.
Our firm is organized in Scottsdale, Arizona. We are partnered with Gateway Financial Advisors, Inc., and are aligned with Cambridge Investment Research, Inc., one of the most respected independent broker-dealers in the industry.
Our business plan is designed to leverage the unique strengths, experiences, education, and training of our firm’s management team. All who become employed by this firm will be tasked with conforming to our values of exceptional client service, commitment to integrity, fairness, and responsibility, and the highest level of competency so as to best serve our clients and to ensure that our firm’s mission is achieved.
Our personnel are the most highly qualified associates available in the marketplace. With their dedication, attention to detail, and care for quality, they serve the firm and our clients with their shared commitment to integrity, fairness, and responsibility and their desire in fulfilling our firm’s mission to help our clients achieve financial liberty.
Our primary strategy to achieving long-term success is to secure high net worth professional clients. We define high net worth clients as individuals between the ages of 35-60 in white-collar professions, particularly attorneys and specialized medical doctors including radiologists, anesthesiologists, cardiologists, neurologists, and physiatrists. Our ideal clients are such professionals with $500k to $2 million in investable assets.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.
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Portfolio management through third party money managers, such as Morningstar, JP Morgan Chase& Blackrock to name a few.
Income planning creates predictable sleeves of income from social security, pensions, 401(K)s and annuities. The greatest fear Americans have is running out of money in retirement.
Tax planning is an essential part of any plan. It helps achieve a predictable outcome. Keep more of what you earn.
Estate planning is not only for the wealthy. Avoid bickering among your children after you’re gone. Get them involved and communicate your intentions.
Do yo know someone with cognitive impairment? Dimentia? Alzheimers? I did and the end is not pleasant. Plan ahead before the storm hits.
This is where we tie in all the essential pieces of your financial character & confidence in our process and build mutual trust.
A home purchase is the largest investment most people make. With smart planning, we help guide you through TRID and the maze of options available to you.
Life events often try to derail the best of plans. Through partnerships with certified family attorneys, we help you minimize their impact.
With proper insurance planning, longevity & premature death risks should be managed to avoid chaos from those life events.
This service is offerred through strategic alliances with trusted legal partners.