Our Firm

We are a full-service, fee-based financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products, services and strategies to individuals, families and business owners. We believe you will be better able to identify your goals and make sound decisions if you allow us to provide you access to sound financial products and information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Ask us what fee-based means for you.

Our firm has several relationships with a variety of insurance carriers and investment companies, so if we don't have a product or service, we know a group that does. Our office number is 480-663-3116. Ask for Elaine Zito.

Our (3) Areas of Concentration are Deferred Sales Trusts for business owners selling their business, Retirement Income Planning and providing access to Professional Portfolio Management.