Let's Start Your Financial Journey
Schedule a complimentary consultation to discuss your goals and discover how we can help
Visit Us
Stop by our office
4450 S. Rural Rd, Suite B-132
Tempe, AZ 85282
By appointment only
Schedule a Consultation
Complete the form below and we'll contact you within 24 hours to schedule your complimentary consultation.
Visit Our Office
Scottsdale, Arizona
Our Office
Address
4450 S. Rural Rd, Suite B-132
Tempe, AZ 85282
Office Hours
Monday - Friday: 8:00 AM - 6:00 PM
Saturday: By appointment only
Sunday: Closed
Parking
Free parking available in the building garage. Visitor spaces on Level 2.
What to Expect
Initial Call
We'll contact you within 24 hours to schedule your complimentary consultation at a time that works for you.
Consultation (60-90 min)
Meet with an advisor to discuss your goals, current situation, and explore how we can help. No obligation or pressure.
Custom Proposal
If there's a fit, we'll create a personalized financial plan and fee proposal for your review.
Begin Partnership
Once you're comfortable moving forward, we'll start implementing your comprehensive financial strategy.
Common Questions
Is the initial consultation really free?
Yes! We offer a complimentary 60-90 minute consultation with no obligation. This gives us both the opportunity to determine if we're a good fit for working together. There's absolutely no pressure or sales tactics.
Can we meet virtually instead of in-person?
Absolutely! We offer both in-person meetings at our Tempe office and secure video conferences. We serve clients across the United States and can work with you wherever you're located.
What should I bring to the consultation?
No need to bring anything to the first meeting! We'll start with a conversation about your goals and situation. If we decide to work together, we'll provide a checklist of documents we'll need for comprehensive planning.
How quickly can I schedule a consultation?
We typically have availability within 3-5 business days. For urgent situations, we can often accommodate same-week or even next-day appointments.
Your Information is Safe With Us
We take your privacy seriously and employ bank-level security to protect your information.
256-bit Encryption
FINRA Member
SEC Registered
SIPC Protected