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6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054

TEL.602.494.4100

FAX.602.494.1444

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Blake Bottle, ChFC

Chief Compliance Officer, Chartered Financial Consultant

(602) 494-4100

(602) 494-1444

Blake was born and raised in Phoenix, where he currently lives.  He enjoys crossfit, snowboarding, competitive shooting and spending time with his 3 children.  Blake's Credentials Blake became a Chartered Financial...

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Joe McInerney, EA, CFP®

Chief Financial Officer, Certified Financial Planner

(602) 494-4100

(602) 494-1444

For more than two decades, Joe McInerney has been helping people achieve their financial goals through customized, unbiased advice that puts them on the road to wealth-building success. Joe works closely with clients to understand...

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Scott Lucas, ChFC

Chartered Financial Consultant

(614) 840-9770

Scott attended The Ohio State University and graduated with a Bachelor of Science in Business Administration in 1984. He has been practicing in the financial services industry since 1985, specializing in all aspects of Retirement...

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