We Focus on Building Relationships

With us, having meaningful client relationships is top priority. Transactions are secondary to what we do. As a fiduciary firm, we are committed to always doing what is in your best interest.

Scott E. Stone

Scott E. Stone has worked directly with clients and advisors for more than 25 years in the financial service industry. Previously, Scott was part of the Senior Executive Management team for two Fortune 100 Companies. He taught and supervised financial advisors on working with clients using integrity and responsibility while always putting the client first. With this approach leading the way, his team produced meaningful, practical, and precisely executed strategies for retirement planning, accumulation, and security for businesses and individuals. 

Scott's responsibilities have also included overseeing more than 3,000 advisors and managing hundreds of employees and associated firms. His professional career has taken him from Main Street to Wall Street and back. He is now the Executive Vice President of financial education for AZ Retirement Services, LLC.

President and Licensed Insurance Professional

“The most important thing for us when we talk with new or prospective clients is developing a mutually respectful and enjoyable relationship with them. We have never decided to make someone a client based on what they might or might not have financially. It’s based on a mutual likeability and a desire on someone’s part to gain more knowledge about retirement income and insurance planning.”

~Scott E. Stone