Broker Check

Focus On What Matters Most

We'll help you reach your financial goals so you can take care of the rest.

Let's Talk

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Blog

Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

Learn more

Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

Learn more

High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

Blog

Small Business

Let us help you make sure your business is poised for growth.

Learn more

Lifestyle

Strike the perfect balance between work and leisure.

Learn more


Quotes We Live By

Joe Davey

Joe Davey

 “The comfort of a client is very important. I can put together what I consider the perfect plan but if my client is anxious about it and can’t sleep, we have to adjust that plan.”

Sandra Thompkins

Sandra Thompkins

“My goal is to help my clients get through their retirement years profitably.”

Joe Davey

Joe Davey

“One of the greatest compliments I receive is when clients say, “No one has ever explained it to that way. I get it now!” It makes my day.”

Sandra Thompkins

Sandra Thompkins

“Stay on track….stay focused, stay invested, especially during times of temporary market declines.”

Sandra Thompkins

Sandra Thompkins

“Stay on track….stay focused, stay invested, especially during times of temporary market declines.”

Let's Talk.
Take the First Step.

Thank you!
Oops!
tucson office