Broker Check

4545 North 12th Street, Phoenix, AZ 85014

602-274-0371
info@fpuinc.com

 
Helping Clients Gain Financial Clarity, Confidence And Competence Since 1981

Financial Planning | Retirement Planning | Investment Management | Tax Planning | & More

What I do
Precision Planning for Every Stage of Life

I help individuals and families pursue their financial objectives through strategic planning, ongoing analysis, and a commitment to understanding what matters most to you.

WELCOME
Financial planners you can trust

As a family-owned and operated firm providing financial planning and investment advisory services, we understand that financial planning goes beyond simply striving for a more secure financial future. That’s why we take the time to get to know you and your personal situation. We want to learn about your dreams and goals, and understand your tolerance for risk.

Today’s economic environment presents many challenges. However, with these challenges come opportunities. In fact, by keeping an eye on long-term trends, it’s possible to identify and act on these opportunities to reap the potential rewards. Whether you're approaching retirement or looking to better understand certain investment ideas, we can help you address your most pressing financial and investment questions.

My Solutions
Comprehensive Solutions, Tailored to You

Every financial situation is different. That's why I offer a broad range of services designed to address where you are today and where you want to be.


Retirement Planning

We all want to retire comfortably, but planning for retirement can be a daunting task. We’ll help you navigate all the aspects of retirement planning, from how much to save to providing for your family's future.

Learn more

Customized Financial Planning

From your taxes to your 401k, investments and more - feel more confident knowing that you're prepared for what life throws your way.

Learn more

Investment Management

When it comes to your hard-earned money, you want to make sure it's working for you. We'll work closely with you to create a strategy that meets your unique needs.

Learn more

Estate Strategy

I work with you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about. box-empty

Learn more

Life Insurance

Life insurance can play a critical role in your broader financial strategy. I'll help you evaluate the right type and amount for your needs. box-empty

Learn more

HNW Client Guidance

High-net-worth investors face a distinct set of challenges. I offer strategies designed to address the complexity that comes with significant assets. box-empty

Learn more

Tax Planning & Preparation

No one likes doing their taxes, but every taxpayer wants to reduce their tax burden and save money for their future. That’s where we can help.

Learn more

Small Business Guidance

Owning a business adds layers to your financial picture. I help business owners align personal and professional financial strategies. box-empty

Learn more

Social Security Strategies

When and how you claim Social Security matters. I'll help you evaluate your options so you can make an informed decision. box-empty

Learn more

Cash Flow Analysis

Understanding where your money goes is the foundation of every good plan. I'll help you take a clear-eyed look at income, expenses, and opportunities. box-empty

Learn more

Education Strategies

Funding education is a priority for many families. I'll help you explore savings vehicles and strategies that fit within your broader financial plan. box-empty

Learn more

Charitable Giving

If giving back is part of your vision, I'll help you explore tax-smart approaches to charitable contributions that align with your values. box-empty

Learn more

Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. I can help coordinate strategies designed to support your loved one's future. box-empty

Learn more

Debt Management

Not all debt is equal. I'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus. box-empty

Learn more

Financial Education

I believe informed clients make better decisions. I provide ongoing resources and conversations to help you stay confident in your financial direction. box-empty

Learn more
How To Get Started

About My Firm
Built on Discipline. Driven by Your Goals.

I founded this practice with a clear philosophy: your financial strategy should be as intentional as the life you're building. Over the years, I've worked with individuals, families, and business owners to develop structured plans that evolve with their needs. My approach is analytical, my communication is direct, and my focus is always on helping you pursue the outcomes that matter most. I don't believe in one-size-fits-all solutions — I believe in doing the work to get it right.

The Process
A Proven Framework for Pursuing Your Goals

Great planning doesn't happen by accident. My three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Assess
Understand Your Full Picture

I'll start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Strategize
Build a Plan That Fits

Using what we've uncovered, I'll design a customized strategy aligned with your objectives and the realities of today's markets.

3. Implement & Monitor
Stay on Track as Life Evolves

I'll put your plan into motion and provide ongoing oversight — adjusting as your life, goals, and market conditions change.

Let's Plan Your Future

My Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore my latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

Historical Inflation

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.
Learn More
How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn More
7 Questions to Consider in Retirement

7 Questions to Consider in Retirement

Explore these must-ask questions for pursuing and living out your dream retirement.
Learn More

Get Started
Ready to Take the Next Step?

We help build, manage, preserve and transition wealth for anyone!

Let's Plan Your Future