7220 North 16th Street, Suite C, Phoenix, AZ 85020 (480) 951-5300

General Financial Advice

Sometimes we just need someone outside of the emotions of a situation to use as a sounding board and to provide financial advice.  We are here for you through life’s triumphs and challenges.

  • Marriage: explore your options regarding blended finances and life experiences
  • A growing family: plan for childcare, elder care, education expenses, and possible loss of an income
  • Divorce: review assets, income, and potential financial outcomes
  • Inheritance: properly accepting assets, with consideration to taxes and estate planning guidelines
  • Large Purchase Analysis: vehicle purchases, home purchases, vacation homes, rental properties, and other lifestyle expenses
  • Second Opinion: we are happy to provide a clear and objective second opinion for your piece-of-mind

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