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.
 

Upcoming Events

<< See our past events

AZ Dreamcatchers Meeting
February 24th
 
AZ Dreamcatchers Meeting
March 23, 2012
 
FPA Retreat
May 5–8, 2012
Scottsdale, AZ
 
AZ DreamCatchers Retreat to Rocky Point
May 10 - 13, 2012
 
Prudential Annunities - May 15-16, 2012
Dr. Quincy Krosby, Chief Marketing Strategist, Prudential Annunities
May 15th at the Chaparral Suites, Scottsdale from 6 to 7PM
May 16th at The Westin La Paloma, Tucson, from 6 to 7PM.
 
AZ Dreamcatchers Meeting
May 18, 2012 (third Friday)
 
AZ-NATP Spring Seminar
June 8, 2012
San Marcos Resort, Chandler, AZ
 
AZ Dreamcatchers Meeting
June 22, 2012
 
NATP National Conference
July 9–12, 2012
Baltimore, MD
 
AZ Dreamcatchers Meeting
July 27, 2012
 
AZ Dreamcatchers Meeting
August 24, 2012
 
AZ-NATP Annual Conference
September 20 – 21, 2012
San Marcos Resort, Chandler, AZ
 
AZ Dreamcatchers Meeting
September 28, 2012
Kingman
 
J. W. Cole Conference
October - (dates to be determined)
 
Prudential - October 16, 2012
Keynote Speaker: Andy Friedman, Principal, Washington Update
Oct. 16th at the Chaparral Suites, Scottsdale from 6 to 7PM.
 
AZ Dreamcatchers Meeting
November 16, 2012 (third Friday)
 
AZ-NATP Arizona Update
December 7, 2012
Fiesta Conference & Resort, Tempe, AZ
 
AZ Dreamcatchers Meeting
December 14, 2012
Meeting and Celebration of GREAT 2012