Not every client has wealth to manage at first – that is why we also have the “rising star” program for those clients that are just starting out or have just begun their journey towards financial independence. Many times a “rising star” is a younger professional or relative of a current client or someone who just wants to succeed in their financial life.

  • General assessment of where you currently are in relation to your retirement goals.
  • Asset allocation review of your current IRA, Roth IRA and company retirement plan accounts.
  • General goal setting and planning.
  • Introduction to systematic savings programs – a key in building wealth.
  • Insurance (life & disability income) analysis.
  • IRA versus Roth IRA – which may be best for you.
  • On going tracking of your progression towards your goals.
  • Assessment of other goals like saving for children’s education.

Using our experience since 1992 in working with legal professionals may be beneficial to you in accumulating, managing, preserving and finally distributing the wealth you build. Call us at 480-503-1084 to schedule your complimentary, no obligation consultation.
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