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Wednesday, April 21, 2021

You know a sound financial strategy is critical to achieving your long-term monetary goals. But did you know it can save you money in the short term too?Taxes and investments are intricately bound together, each affecting the other in...

Wednesday, March 17, 2021

Whether you’ve been working for five or forty-five years, you’re likely to have spent your fair share of time dreaming about retirement. Planning for retirement, on the other hand, is rarely as fun as dreaming about it....

Thursday, February 4, 2021

Since 1988, we’ve been honored to be the trusted financial services and strategies provider for so many in the Northern Arizona community. We use our education and experience to help individuals, families, and businesses.