Welcome!
Wayne has been helping his clients "save taxes and plan for the future" since 1991. He is a native of Arizona, and has lived and worked in Scottsdale since 1985.
As both a Certified Public Accountant and Certified Financial Planner, Wayne is uniquely qualified to help you devleop a holistic tax, investment and financial plan.
It's vital to know all about our clients, and ask lots of questions. For instance, do you have credit card or consumer debt? If you do, the best course of action may be to reduce those before investing. Another example. What tax bracket are you in? If you are in a low tax bracket-tax free bonds might not make sense for you.
The return on your investments is important. But just as important is the return on your life. What is important to you about money? What are your fears and concerns?
For those of you visiting our site, Wayne is always willing to offer a complimentary initial consultation. This is just a chance for you and Wayne to get to know each other-and see if there is a good fit to work together.
Please browse our site. There is a lot of great information. Make sure and click on the section titled "Wayne's Newsletters". These are personally written by Wayne twice a year.
Oh by the way, rememember that Wayne is never to busy for your referrals!
Thanks again for stopping by. Make it a great day!
Helpful Content
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?