Ruben Angulo


It was nice briefly speaking with you today, we are looking forward to meeting you.

It is very important that you keep this appointment as we have set aside 60 minutes on our schedule to address your situation.

Our address is 9375 E. Shea Blvd. Suite 100, Scottsdale, AZ 85260. From the 101 E, exit on Shea, go onto Shea (East) until you see 9400 Corporate Center on the right hand side. Turn into the complex. Follow the road under the bridge and you will see a large silver fountain. Our suite is located right behind the fountain.

This meeting is about you and your retirement and estate planning objectives. To ensure that your consultation is as thorough and efficient as possible, we request that you please have the following items available:

  • Copies of your most recent financial statements – such as brokerage accounts, 401(K) plans, IRAs, and CD or passbook accounts
  • Copies of any long term care or life insurance policies

All information that you discuss with your advisor will be held in the strictest confidence and will be used only to provide you with a thorough analysis of your retirement situation and estate planning objectives.

Please take a look at the attached article of the firm in Bloomberg, Fortune and Money to learn more about us. 

Click on the link to see an interview with William Shatner, Doug Llewelyn and Jeff Junior on the television series Moving America Forward:

We look forward to seeing you. If you have any questions, please feel free to give us a call at 480-214-9835. You may visit our website at 




Speak to our financial team today about your future goals and how we can help.

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