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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
View all articles 
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.