"We defend hard working business people from the ravages of time, inflation, and the IRS."

8985 East Bell Rd., Scottsdale, AZ  85260

Phone:  602-273-0440     Toll Free:  877-273-0440     Fax:  602-892-0084

Securities and Advisory services offered through LPL Financial.  A registered investment advisor.  Member FINRA & SIPC.


​Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


The LPL Financial representatives associated with this website may discuss and/or transact securities business

only with residents of the following states:  AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, KS, MD, MO, NC, NJ,

NM, NV, NY, OH, PA, RI, TX, UT, VA, &WA.