928-774-9091
Our business is built on a foundation of thoughtful client relationships.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
President/IAR
928-779-2334
drosalez@pfgllcemail.com
Senior Partner
drosalez@yahoo.com
Director of Client Services
corrine@pfgllcemail.com
Administrative Support
What Is a 1035 Exchange?
Retiring the 4% Rule
Rebalancing Your Portfolio
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Join our mailing list and get news and info to support your financial goals.
