We are a full service financial planning firm with physical locations in Peoria, AZ, Flagstaff, AZ, Scottsdale, AZ, Las Vegas, NV, Albuquerque, NM and Downer's Grove, IL. We provide comprehensive planning along with investment solutions including insurance strategies. Our team of 9 advisors and 12 staff, serve over 1200 clients and have been in business for over 30 years. We have acquired/merged 9 practices into ours over the last 15 years and look to continue to grow by acquisition in tandem with our organic marketing systems. Our team manages over $1.2b in AUM and generates in excess of 7m GDC annually. We have been recognized by virtually every publication for awards and were named #4 in the AdvisorHub inaugural National Advisors to Watch list. Our growth target is 10% annually and we do it by acquiring advisors looking to retire and receive a handsome buyout, merging advisors into our practice and systems that want to tap into our processes, and by continuing to market to our COI's that generate consistent referrals.

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