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
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
When Markets React
When markets shift, experienced investors stick to their strategy.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.