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It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy. 

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WELCOME

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, you will see a much clearer path to financial success. There is no time like the present to get started. Join us as we work to create, grow and protect your estate.

Estate

Estate

Manage your affairs during your lifetime and beyond.

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Insurance

Insurance

Steps to consider, to protect what you've built.

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Tax

Tax

Properly review and file your personal and/or business returns.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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What our team and clients have to say.

President

Rebecca Gaylor

Rebecca Gaylor

Chief Executive Officer

Support

Faye Benner

Faye Benner

Relationship Administrator and Office Manager

602-494-7641

602-494-7589

Accounting Team

Bonnie Isom

Bonnie Isom

Accountant

Gay Jones

Gay Jones

Senior Accountant

Tina Souza

Tina Souza

Accountant