Focus: Insurance Strategies, Investment Strategies, Business Succession Planning, Business Owners, Charitable Giving, College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Estate Planning, Financial Education
Preparing for that next stage in life is not always easy, however, it can be with a little help. Through a combination of experience, professionalism, and access to a wide variety of products and services, the goal is to help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, risk management [life, disability, and/or Long-term Care insurances], you will experience a new level of attention, insight, and capability. The intended expectation for each interaction is to have prospective clients walk away having obtained information to understand and mitigate future's unknowns to gain additional peace of mind towards a job well done.
Geoffrey is passionate about helping others obtain the tools needed to reach their own objectives and milestones in terms of personal, professional, and financial growth. Geoffrey graduated from Michigan State University with a Bachelors of Arts in Communication with a Business Cognate. In his free time, he is an avid volunteer within the community having been involved with Big Brothers Big Sisters of Central Phoenix (BBBS) for several years and also sitting on the Board of Directors for Safe Kids of Maricopa County, Beat Street AZ, and the Young Professionals Council of BBBS. Geoffrey enjoys photography, reading, and spending time with his friends and family enjoying the simple pleasures of life.
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4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251