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
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Sequence of Returns
A look at how variable rates of return impact investors over time.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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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.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.