Our primary focus is serving as a holistic adviser to clients, offering
integrated tax, estate, and personal financial planning in addition to
investment advisory services.

“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” Jimmy Dean
 
Welcome to Active Money Management
 
The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress.

With Active Money Management on your side, your financial life will become a much clearer path to financial success. It is our goal to help you build a comprehensive plan that will flex with your life changes, but ultimately will leave you with peace of mind that you are building a solid financial future. There is no time like the present to get started. Join us as we help people who are serious about their money...to create, grow and protect their estate.
Economic Updates

Relevant articles about the current U.S. economy

view past updates
 
Business Partner Updates

view past updates

 
Did You Know...
To partner with YOU for your Business Success, we will come to you to help with your Quickbooks or Accounting needs. Tina is an A Team member that specializes in this area.
Brunch Cruise

Click here to view photos of our brunch cruise.

Sweet Summer Treats!

We want to help our clients cool off this summer by offering sweet treats for mid-year check-up appointments! To schedule your check-up appointment, please call our office at: (602) 494-7641...mention this promotion to receive your special Cold Stone or See's Candy Gift!
Thank You

Desert Belle
Thank you to all of those that joined us for recent Desert Belle Brunch Cruise!
Get Out of the Heat Treat

Season 2012 Audio Clips | Tahoe Summerfest Blog

Thank You for Supporting Shoebox Ministry

We would like to thank everyone who joined us in supporting Shoebox Ministry as the featured nonprofit at the Suns vs. Lakers game on Wed Jan 30. Learn more about this charity.
Summer Hours

We will be observing our Summer Hours after the Memorial Day holiday weekend. We will be open Monday through Thursday from 8:00am - 5:00pm. To inquire about "after-hours" availabilty, please contact us at: (602) 494-7641.

A time to review ...

We'd like to schedule mid-year review soon. It's important to us that we meet in person, at least once each year, to review your goals and circumstances. This gives us a chance to take a look at the plan we've developed for you and look for any areas that should be adjusted or could be improved.

Please contact the office at: (602)494-7641 or send us an email at customerservice@gammi.com to schedule a time for us to meet. We're looking forward to catching up with you!
New Beginnings

See the new Gaylor Active Money Management Offices

Upcoming Events

AZ Dreamcatchers Meeting
Friday, June 28th

AZ Dreamcatchers Meeting
Friday, July 26th

AZ Dreamcatchers Meeting
Friday, August 23rd

(view more events)

Strategies for Today's Market
View presentation

 
 Amazon Book List

Visit our complete A-Store.
Purchase an Amazon.com Gift Card

View Staff Book Reviews

 
My Appointment
Need to make an appointment with Active Money Management? Click here for a checklist on what you'll need to be ready for it.
Tax Resources
Gaylor Tax Services
Tax Preparation & Planning

www.gaylortaxservices.com
  -- Tax Appointment Checklist

See recent tax updates posted by Matt Gaylor at http://gaylortax.blogspot.com
CFP Board's Public Awareness Campaign

Check out the latest videos on why it's important to work with a Certified Financial Planner.
 
Securities offered through J. W. Cole Financial, Inc. Member: FINRA/SIPC / (866)592-6531
Advisory services offered through Jonathan Roberts Advisory Group
Licensed to sell Insurance Products in the following states: AZ, AL, CA, CO, CT, FL, IL, IN, MA, MI, NE, NM, NV, NY, OH, OR, PA, TX
Licensed to sell Securities in the following states:
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IN, MA, MD, MI,  NB, NC, NM, NV, NY, OH, OR, PA, SC, TX, WI
Copyright © Active Money Management.