Broker Check

4545 North 12th Street, Phoenix, AZ 85014

602-274-0371
info@fpuinc.com

My Services
Strategic Solutions for a Complex Financial World

How I Help
Precision Where It Counts

Financial planning isn't one decision — it's hundreds of them, made over time, in the right order, and with the right information. That's where I come in. I bring a structured, analytical approach to every aspect of your financial life, connecting each piece so nothing is left to chance. Whether you're building wealth, preparing for retirement, or navigating a major transition, my goal is to bring clarity and discipline to every move you make.

My Solutions
Comprehensive Strategies, Individually Designed

Every financial situation carries its own complexity. I offer a full range of services built to address yours — with the depth and rigor your goals demand.


Comprehensive Financial Planning

No one's life is a straight line. There are always ups and downs, twists and turns. Sometimes we know what's coming, like when we plan for retirement, college, or starting a family.

Other times life takes us by surprise, like when we get divorced or lose a loved one. No matter what stage you're in or what transition you're going through, we aim to help you feel more secure or even excited about what's to come through sound financial planning.

If you’ve ever asked yourself the following:

  • Can I retire early?
  • Are my investments appropriate for my situation?
  • What’s a good approach for college savings?
  • What should I have in place to ensure I leave only happy memories?
  • Do I have enough life insurance for my family?

We can help. At Financial Planning Unlimited, Inc., we have the qualifications, the tools, and the experience to deliver continuous and comprehensive financial planning for individuals, families, and businesses. We’ll take the guesswork out of financial planning so that you can focus on what's important to you: your family, your business, and your future.

Our services include:

  • Investment Planning
  • Retirement Planning
  • Estate Planning & Living Trusts
  • Tax Planning & Preparation
  • Education Funding
  • Insurance (Life, Disability, Health & Long-Term Care)

Retirement Planning

If you're like most people, you've probably given some thought to retirement planning. After all, retirement is often considered to be the biggest financial goal that people have. As people live longer and healthier lives, many are finding that their retirement savings need to last longer too.

From investments, pensions, and social security benefits, among others, there are many factors to consider when developing a retirement strategy. With economic and market fluctuations, it is important to have a plan that can adapt as needed.

We can help you create a customized retirement plan that takes all of these factors into account. With a strategy tailored to your goals and circumstances, you can move into retirement with a greater sense of financial preparedness.

Our retirement planning services include:

  • Helping you save for retirement
  • Spending plan in retirement
  • Social Security and Medicare Planning
  • Pension option review
  • Small business retirement plans
  • Estate planning

Investment Management

From protecting your portfolio from market volatility to steadily growing your money for decades to come, investing can be a complex and intimidating endeavor.

It doesn’t have to be; at Financial Planning Unlimited, Inc., we specialize in helping our clients build a portfolio that reflects their individual risk tolerance, time horizon, and goals. With our assistance, you can better navigate the world of investing, work toward your financial goals, and make informed decisions based on your individual needs and circumstances. 

We take the guesswork out of investing by offering a wide range of services, including:

  • Reviewing your current investments
  • Identifying your risk profile
  • Proposing an investment strategy and portfolio aligned with your goals
  • Tax management strategies
  • Regular portfolio monitoring

Tax Planning and Preparation

Doing your taxes may be a painful process for most people, but one thing is for certain—everyone loves knowing they did not pay a penny more than they had to.

When taxes are due, many people scramble to get their affairs in order and often overlook deductions and credits that could save them money. Don't go into tax season blind—we'll help do the heavy lifting for you so that the taxing process is as smooth as possible. 

With our experienced guidance, you can be confident you're getting the most out of your deductions and credits. We’ll help you navigate complex tax codes, stay up-to-date on new laws, and take advantage of any opportunity to reduce your overall tax liability.

Our services include:

  • Tax-advantaged education & retirement planning
  • Individual & Trust tax return preparation
  • Charitable giving choices, including Arizona Tax Credits and qualified charitable distributions (QCD)
  • Year-round tax planning

Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future