Financial Planning: Concept or Comprehensive Financial planning for individuals, business owners, pre-retirees and retirees. Each clients plans are tailored to their goals and objectives and monitored and updated as needed. No two game plans or financial plans are alike.
Investment Advisory Services: Our team approach to our advisory services includes companies that are good money managers to assist our clients or those on our roster, with their investment goals. We have access to some of the leading trading platforms and managers in the industry.
Money Management: Fixed annuities and conservative portfolio strategies.
"It’s not the return on your money, but the return of your money."
Will Rogers
Retirement Services: IRAs, Simple IRAs, SEPs, 401k Plans and Defined Benefits Pension Plans. All plans are provided and administered using various third party administrators or the investment companies TPA.
American Tax Advisory Network: A network of professional Certified Public Accountants (CPA) that prepare our client’s tax returns and provide “What If” tax planning scenarios for the current and following year. For more information please contact our office.
Duffers 4 Charity: A non-profit organization giving back to Arizona’s communities. Each year Duffers 4 Charity organizes an Annual Charity Golf Classic to raise money for various charities throughout Arizona. For more information and to register for the current year tournament please visit
www.duffers4charity.com
Contact our office anytime with game play questions or need play-by-play instructions on winning financial strategies.
Investment Advisory products/services offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC
American Tax Advisory Network are not affiliated entities of American Portfolios Financial Services or American Portfolios Advisors, Inc.