Our Services

Our firm is in its third decade of business, with offices in Prescott, Camp Verde, and Cottonwood. We have 4 partners and a support staff assembled to service our wonderful clientele. While we possess a wide range of technical capabilities, we specialize in retirement, charitable and estate planning.

We spend most of our time with clients in problem-solving discussions or in conversations exploring new opportunities. Our compensation is based on fees for consultation or earned through commissions from the individual sales of such products as: stocks, bonds, certificates of deposit, and mutual funds through Royal Alliance Associates, Inc., Member FINRA/SIPC and annuities and life insurance as individual insurance agents of various insurance companies. Although this is not a complete list of our offerings, it represents some of what we do.

Our goal is to continually find ways to bring values, ideas, and concepts to our clients. While our firm is highly computerized, we feel that our society is sorely lacking in personal attention and that is what we strive to do.