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.
Thank You

THANKS to all who helped with our first annual sock wrap. Please plan to help next year..AND it's not to late still to donate socks for the homeless or cash to Shoebox Ministry for either a 2011 or a 2012 Arizona Tax Credit, in addition to your Federal tax deduction.

View photos here.

Congratulatons Karen
After years of contributing to the amazing growth of our firm, and like we tell each client "you are becoming a part of our family,” Karen has been a definite positive force as a member of our family.

Click here to view Karen's slideshow
 
Upcoming Events

AZ Dreamcatchers Meeting
February 24th

AZ Dreamcatchers Meeting
March 23, 2012

FPA Retreat
May 5–8, 2012
Scottsdale, AZ

(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.
Markets
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, CA, CO, FL, IN, NE, NV, NY, TX
Licensed to sell Securities in the following states:
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IN, MD, MI,  NB, NC, NM, NV, NY, OH, OR, PA, SC, TX, WI
Copyright © Active Money Management.