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For the fulfilling
retirement you envision

For the fulfilling
retirement you envision

For the fulfilling
retirement you envision

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  3. What We Believe

What We Believe

What We Believe

Faith vs Fear

We believe that there are two ways to go through life: Faith or Fear, and we choose FAITH. Now, we are not talking about “blind faith” here...we are talking about a reasoned faith based with historical perspective that informs us and guides our long term wealth management strategy.  Our process is composed of your unique risk profile, time horizons, specific financial objectives, current assets & contributions levels.  This highly personalized process is combined with historical rates of return and a highly diversified portfolio which is assigned to give you guidance in pursuit of all of your financial objectives.

 

Past performance is no guarantee of future results.

Our Process

  • Our Mission
  • What We Do
  • How We Do It
  • What We Believe
  • So Why a Team?

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TUCSON

7374 N. La Cholla Blvd.
Tucson, Arizona 85741
Phone: 520-299-7172
Fax: 520-299-7166

 

SUN CITY WEST

13925 W. Meeker Rd., Suite 18A
Sun City West, Arizona 85375
Phone: 623-546-0855
 

  • Tel:  520-299-7172 | 623-546-0855

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, AR, CA, CO, FL, GA, ID, IL, IN, KY, MD, MA, MI, MN, MS, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI.

We are licensed to sell insurance products in the following states: AZ, CA, TX.  

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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