Financial Planning Associate
Scottsdale, AZ 85255
toll free: 800-259-8946
fax: 480-502-4837
- Smith Barney Advisor (pdf)
- IRAs: Powering Your Retirement (pdf)
- Understanding Your Account Statement (pdf)
- Consulting Group: A Measure of Understanding -- What investors need to know about performance benchmarks (pdf)
- Perspectives in Estate Planning (pdf)
- Consulting Group: Beginning with the Basics - A Solid Investment Policy Can Be a Blueprint for Success (pdf)
- Choosing a Retirement Plan for Your Business (pdf)
