Life Insurance and Annuities

Welcome to specialized and unusually qualified expertise in life insurance and annuity planning! Over 100 years of combined experience is available to you. Plus, we think you will enjoy our work culture in that there has been no turnover of associates in over 30 years!

Unlike most metropolitan Phoenix financial services firms who devote most or all of their energies to assets under management planning, we are a very focused firm in life insurance and annuity planning to provide ideas, experience, perspective, and underwriting negotiations that are state-of-the-art. Finding this level of help elsewhere in a specialized firm with our experience would be difficult to do. We hear this comment often from legal, accounting, banking, and other financial advisors.

As independent experts we are not required to place business with any particular life insurance or annuity company. Our allegiance is to the clients and to their advisors.

Our role, as we see it, is to help clients to make whatever decisions intuitively feel right to them for whatever they want to accomplish, which includes doing nothing if that is best. That is a much for comfortable way to work together than to work with someone who has a preconceived product solution to promote, which is not the way we work. 

We invite you to review the section on our people to see if who we are and what we do feels right to you.