CONNECT

Address:

4824 E. Baseline Road, Suite 135
Mesa, AZ 85206

Phone:

(480) 981-1333

Fax/Other:

(480) 981-1413

Our Process

Step 1   First Meeting

We will meet to discuss our process and describe the Questionnaire, which is the first step in providing you with a personal financial analysis. This questionnaire is designed to be easy and quick to complete. The completed questionnaire along with associated financial documents will be needed prior to the next meeting.           

Step 2   Questionnaire Review Meeting

Using the completed questionnaire along with the financial documents you have provided, we will discuss your complete financial profile.

Step 3   Recommendations Meeting

Using the information provided from your questionnaire and documents from our second meeting, we will present the results of the analysis that is designed to map your financial future, to minimize risk and maximize wealth. We will first discuss your present financial situation and then recommendations that may improve your future situation.

Step 4   Implementation Meetings

From the results of our discussions, we will begin implementing the strategies that we have agreed upon and that are designed to enhance your wealth creation while lowering your financial risks.

Step 5   Review Meetings

We will continue to work for your financial well-being. We will meet with you on a regular basis, at least annually, to review and modify the plan to reflect any changes in your financial status and recommend implementation of changes, when necessary.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck