Contact
Book a conversation, or just ask the question.
An initial conversation, at no cost and with no obligation. We look at what you have and how it is currently taxed before anyone recommends anything.
The office
6909 E Greenway Parkway, Suite 295
Scottsdale, AZ 85254
Scottsdale and the greater Phoenix valley
What happens on the first call
- An initial conversation, no cost and no obligation
- We ask what you have and how it is currently taxed
- You bring recent returns and account statements if you have them
- Nothing is moved and nothing is recommended on the first call