Phoenix is a marvelous city, full of breathtaking nature and an endless number of things to do.
If you’re in the mood to see incredible geologic formations, head over to the Grand Canyon, Petrified Forest National Park, Saguaro National Park, or Monument Valley. If sports are your thing, you can catch the Suns, Cardinals, Diamondbacks, Coyotes, and Mercury in action—as well as your favorite collegiate teams. Some of the best golf courses in the world are also near the Phoenix area, which is why the PGA Tour holds the Phoenix Open in nearby Scottsdale every year. Due to Phoenix’s favorable winter climate, Major League Baseball holds spring training in the area every year, too.
For high net worth investors, financial planning integrates cash flow, budgets, tax, insurance, estate and investments to create a plan for your life and legacy.
For small business owners, integrating their business and personal finances can help bring clarity to decision making as it relates to family, investments, taxes and estate planning.
Planning for divorce has significant financial implications before, during, and after the divorce process.
Investors receive a custom investment strategy that aligns with their goals and needs.
If you're looking to create a financial plan and a custom investment portfolio for your goals, talk to one of our East Valley financial advisors today!