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
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Legacy Planning in Retirement: Passing Down Financial Values
Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Saving for College 101
Here's a crash course on saving for college.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.