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You Deserve A Strategy That Adapts To Your Needs

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service and customized planning focuses on your needs, wants, and long-term goals. Our strategic approach to investing and in-depth stock market analysis help create a clear plan which can give you peace of mind about your financial outlook. Our firm is built on decades of experience, with the solidity of Fidelity Investments and TDAmeritrade as our custodians. Enjoy ongoing educational seminars and frequent client meetings when you join the FLP family!

We create customized plans and develop financial strategies tailored to your goals.

Our Financial Services And Products

Investing today is more complex than ever. Having us as your financial advisor can help you juggle all of life’s moving parts, whether you are navigating life, planning for life or needing a strategic plan to meet your ultimate goals. Our experience at Financial Life Planners has taught us that there are no easy answers to questions like:


“Am I saving enough for my own retirement?”

“I want to make a career shift – can I afford it?”

“How will I put my children through school?”


Just hiring us to look at your goals is an important step. Once we review your finances, we create a plan to reach your goals and help you commit to that plan throughout the year; all the while your life may grow and change in circumstance. We consider you family and we are honored to be on your financial journey with you. To help you reach the right answers, our services include financial education and assistance in the following:

  • Financial Life Planning
  • Investment Advisory Services
  • Asset Allocation Strategies
  • Education Planning
  • Estate Planning
  • Investment Tax Management
  • Insurance
  • Stocks, Bonds, Mutual Funds and ETFs.
  • Financial Coaching
  • Career Transition Coaching
  • Fee-Only Accounts

Why You Need A Financial Plan

Our lives and cost of living have changed dramatically in the past 50 years…even in the past 30 years! Most individuals in previous decades worked for the same company for their entire career.

  • One spouse could support a family
  • Families lived in the same house and rarely moved
  • College tuition has increased 1,120% since 1978
  • Medical expenses have climbed 601%
  • The price of food has increased 244%

In today’s economy, most families are on their own, perhaps with a 401(k) plan, but little financial information or help. Let FLP be your financial guide by creating a custom financial plan for you, working by your side throughout your life to help you achieve greater wealth and security.

Let's Talk!

We invite you to meet with us to learn how our firm might assist you.

Our mission is to help you get clear, get focused and grow your wealth!

Set Up A Consultation


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Request a Book

Ask us for your own copy of our book or purchase it on Amazon.

Learn More

Request a Book

Ask us for your own copy of our book or purchase it on Amazon.

Learn More

10429 S. 51st St., Suite 220 | Phoenix, AZ 85044
Office: 480.477.8530
Fax: 480.477.8529 |

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