Broker Check

Phone » 520.321.1777

Fax » 520.323.4554

Products and Services

We provide assistance in the following areas:

Investments

  • Fee-Based Investing
  • Alternatives
  • Tactical Management
  • Advisory Services
  • Bonds
  • Common Stock
  • Mutual Funds
  • Educational Accounts
  • IRAs, 401k
  • Brokerage Accounts
  • Treasury Bills and Notes
  • Government Securities
  • Variable Annuities

Financial and Tax Planning

  • Retirement Plans
  • Tax Preparation
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Profit Sharing Plans

Insurance

  • Long-Term Care
  • Home and Auto
  • Life 
  • Health
  • Fixed Annuities
  • Business Liability
  • Disability Income