29843 N. 118th Drive
Peoria, AZ 85383
Text the word: IMPRIMISFINANCIAL To: 72727
Hours of OperationMonday-Friday, 9 am-6 p.m.
Our Investment Services, While developing a customized financial program, we will walk you through a 4-step process that will help make you feel confident in your decisions
1. We will take you through an in-depth process that will help you understand where you are from a financial planning standpoint.
2. Once you have that understanding, we will work with you on where you would like to be, and when.
3. Then, we will create a customized financial roadmap to get you there.
4. We will then monitor and adjust your roadmap as needed, so your financial goals and dreams are achieved.
: Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Tax reduction strategies, Retirement planning, Estate planning and preservation, Asset protection through insurance and annuity products, College funding, Charitable giving.