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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.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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What our team and clients have to say.

"We CARE about our clients. It's what brings us joy!"

- Becky Gaylor

If you can retrain your brain to see OPPORTUNITIES as clearly as you see problems,

you can do ANYTHING. 

- Faye Benner

"I wouldn't be retired this long if wasn't for Becky!"

- Clients Dick & Brenda Peyton

"We chose YOU forty-plus years ago because we know compassion and honesty are at the core of all you do. GAMMIs work ethic is beyond reproach."

- Clients Tom and Ruth Ann La Rue

"We are used to Becky keeping us in the know about everything. " 
It's great to always have someone there to get an answer to any questions that come up! Thanks to the whole team/staff.

- Client Bob Lieske

President

Rebecca Gaylor

Rebecca Gaylor

Chief Executive Officer

Support

Faye Benner

Faye Benner

Relationship Administrator, Office Manager & Notary

602-494-7641

602-494-7589

Accounting Team

Bonnie Isom

Bonnie Isom

Accountant

Gay Jones

Gay Jones

Senior Accountant

Tina Souza

Tina Souza

Accountant