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

17550 N. Perimeter Drive, Suite 130;  Scottsdale, AZ  85255

Phone:  602-273-0440     Toll Free:  877-273-0440     Fax:  480-907-1338

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, FL, GA, ID, IL, NC, NM, NV, NY, PA, SC, TX, VA, & WA.