Broker Check


Monday, April 1, 2024

To be effective at tax planning, you have to understand and consider the four key factors that contribute to the amount of money you will owe come next tax season.

Wednesday, March 20, 2024

Are you worried about the fast-approaching tax deadline? Filing your taxes can be especially stressful if you're running behind schedule. If you need more time to prepare your tax return, filing a tax extension can provide the...

Sunday, March 10, 2024

Looking for ways to save money on your income taxes this year? If so, click to learn about how having a 401(k) savings plan can help.

Monday, February 19, 2024

Rooftop Solar is a local Arizona solar company committed to harnessing the most abundant energy resource on earth — the sun. The local business provides solar solutions for homes and commercial buildings alike. They aim to create...

Monday, February 5, 2024

Are you looking for ways to increase employee happiness? Here are some simple tips and reasons to invest in the overall well-being of your team.

Show All

Thursday, January 25, 2024

 Mission-driven nonprofits like the Colorado Plateau Foundation are important pieces of the mosaic that makes up Northern Arizona’s community. But nonprofits aren’t always easy to operate. Comprehensive group benefits...

Friday, December 22, 2023

The Hopi people have a rich cultural heritage that continues to be celebrated and preserved. Despite facing various challenges, they have maintained a strong connection to their ancestral lands and continue to pass down their...

Thursday, December 7, 2023

If you’re looking at 2024 and already worried about your finances, you’re not alone. According to a Bankrate survey, most Americans (72%) do not feel financially secure. Despite the Fed’s progress with decreasing inflation rates, consumers.

Thursday, November 23, 2023

Poba Medical, headquartered in Flagstaff, Arizona, specializes in balloon design, device assembly, and catheter production. We interviewed Mindy Degraff about how group benefits have impacted their team.

Tuesday, November 21, 2023

When prices for energy commodities like heating oil, natural gas, and gasoline are on the rise, it can be hard to keep your budget in check. Here are a few tips for budgeting your energy expenses during times of inflation.

Tuesday, October 17, 2023

No matter the season, Warner’s Nursery and Landscaping is a Flagstaff staple. But did you know that it actually began on Page? The family-owned and operated establishment has been going steady since 1970 but started up in...

Tuesday, September 26, 2023

Like many popular myths, investing myths can be hard to identify, and it might take some explaining to realize why believing them can hurt your investments fully. To help get started, we’ve identified eight common myths about investing.

Thursday, September 21, 2023

We interviewed Heather Patience from Health’s Auto Service in Flagstaff.  Heath’s is a family-owned full-service auto shop focused on transparency, honesty, and convenience. The shop had humble beginnings. Heath, the...

Monday, September 11, 2023

It's that time of year again: The Open Enrollment Period (OEP) for Medicare. Barring special circumstances, there are only a few times per year when individuals 65 and older or those with disabilities can apply for this...

Friday, August 25, 2023

In today's fast-paced business world, the significance of employee benefits cannot be overstated. These offerings not only attract top-tier talent but also establish a foundation of stability and loyalty among the workforce. Our recent...

Monday, July 24, 2023

Helping employees plan for their future is tough, especially when you're busy running a business day-to-day. But it's so important to take care of the people who take care of your company. That was the challenge facing our friends at...

Wednesday, July 12, 2023

What Are Group Benefits? Most people who have ever been in the workforce are familiar with the term “group benefits”. These can include a number of services or perks for employees, generally, those that are employed...

Monday, June 26, 2023

Providing benefits to employees is a powerful tool for organizations to attract, motivate, and retain talented individuals. It demonstrates a company's commitment to the well-being and satisfaction of its workforce, which in turn leads...

Wednesday, June 7, 2023

A common dilemma that professionals face is how to have fun without spending too much money. In this blog, we provide tips for enjoying yourself and preserving your finances.

Wednesday, May 17, 2023

This article provides a guide on how to create a financial to-do list for your surviving spouse, a proactive approach that will simplify their financial management when the time comes.

Thursday, May 4, 2023

Retiring is an exciting time. You finally have the freedom to do whatever you want, whenever you want. All those years of saving and investing your money wisely are finally paying off! But, as you probably already know from doing your...

Wednesday, April 12, 2023

Retirement is a complex issue that has no cookie-cutter solution that works for all people. Different people, with different backgrounds and varying priorities, need to tailor their retirement plans according to their specific needs....

Friday, February 17, 2023

Everyone needs to understand Social Security so that they can properly plan for their retirement. People who are nearing retirement should be aware of the fact that Social Security comprises an essential part of their retirement income...

Tuesday, October 25, 2022

During the holiday season, many people look for ways to give back to their community. However, not everyone thinks about tax optimization when they donate to charities. We break down the many ways donating can help save money on your taxes.

Monday, September 12, 2022

Money is one of the most critical aspects of our lives, and it's especially important to be mindful of your spending this fall. Continue reading for our advice on clever ways to save money this fall.

Tuesday, June 21, 2022

Traditional group health plans and employee benefits operate as a “one-size-fits-all” model. Every employee is a unique individual with personalized needs, so how can a “one-size-fits-all” model truly cater to...

Tuesday, May 31, 2022

One of the best decisions you can make as a young college graduate is to begin thinking about your future financial success.

Wednesday, May 11, 2022

If you let your emotions cloud your judgment, you can miss out on the long-term gains. keeping emotions away from investment decisions can give you a better chance of succeeding with your long-term investment plan.

Wednesday, April 13, 2022

To be effective at tax planning, you have to understand and consider the four key factors that contribute to the amount of money you will owe come next tax season.

Wednesday, February 16, 2022

Are you thinking about hiring a financial professional but are unsure of just how they can help? If so, click to discover five ways financial professionals make things better.

Monday, December 13, 2021

Employer benefits can be a worthwhile investment to keep employees happy, healthy & on the job. It can be confusing navigating all of the coverage options so it's important for Human Resources to be knowledgeable.

Wednesday, October 20, 2021

Times are tough for businesses everywhere. Aside from the current job market woes, there are many reasons employees become discontent with their position or workplace. No advancement opportunities, not feeling appreciated, or being...

Tuesday, July 27, 2021

While individuals and businesses in Flagstaff, AZ, have different financial needs, both can benefit from the services of a financial advisor. For example, a certified financial advisor can help families manage their money and plan for...

Tuesday, June 22, 2021

Planning for your financial future takes a lot of work, but relatively few people can dedicate the necessary time to keep abreast of new legislation and financial products that could alter your plans. Whether you have just begun...

Tuesday, May 18, 2021

No matter where you are in life, you likely hope to achieve financial independence in the future. Many individuals and families share this dream yet have no comprehensive plan to achieve it. Whether you're taking your first steps into...

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.