If you knew the exact value of your future income, how would that change your investment strategy?  Would you invest more conservatively or more aggressively?  Is your career a stock or a bond?   

We utilize an integrated approach to calculate your total economic wealth, including your "human capital."  This approach provides a dynamic investment strategy that responds to every stage of your life.  It leverages rigorous research by Ibbotson Associates and incorporates state-of-the-art asset allocation techniques that combine investment and insurance decisions.   Incorporating insurance assets helps create less volatile, better balanced portfolios with the potential for higher expected returns.

We hope your visit to our web site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  The links to the right include links with details of various financial strategies that may benefit you.  We created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. 

Everyone has a financial question.  What's yours?  Please do not hesitate to contact us to discuss or call us at 480-840-2047 to schedule a complimentary financial review.


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