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Strategic Partners
Community Outreach
(Learn how our clients can be part of the
solution)
Annie Loyd, Founder, One Planet Magazine
Pam Gaber, Founder, Gabriel's Angels
Arizona Saves
Financial Planning
Association of Greater Phoenix
Rebecca Joy, Firefighter and visionary extraordinaire,
Simple Awareness
Movement
Mortgages
Learn more about Mortgage Planning here
Patrick Gavin, Mortgage Planning Specialist, The
Gavin Group
Patrick Ritchie,
The Credit Roadmap
Katheryn Morton
United First Financial
Phone: 602-332-9824
Real Estate
Learn more about Real Estate here
Anna "Banana" Kutchen, Realtor,
Anna Banana Realty
Insurance Planning
Learn more about Insurance Planning here.
Learn more about Long-Term Care Insurance here.
Jay Zandell, Long-Term Care Insurance Specialist,
www.zplanninggroup.com
Estate Planning
Learn more about Estate Planning here
Michael Tucker, Estate Attorney,
Polese,Pietzsch, Williams & Nolan, P.A.
Business Services
Laura Orsini, Professional Editor and Copywriter Extraordinaire, Words Made Easy
Bob Grado, Printing and copier services,
CBS Resources
Therese Skelly,
Small business and development,
Shared Vision
Network
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Read
some of our newer financial planning articles and strategies.
"Ten Myths
of Financial Planning"
"The right and wrong ways
to invest $20,000"
"Now is the time to talk money"
"Money can make us happy"
"Create your own stock
portfolio for less than a night at the movies"
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in our resources area.
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