About

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Working with Us

We provide advice, guidance, and resources for your financial life.

Working with Us

Location

We’re conveniently located. Give us a call or stop by.

Locations

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Meet Our Team

Michael L. Barlow

Managing Director - Investment Officer

Michael Barlow – is a native of Grosse Pointe, Michigan.  I moved to Arizona in 1976 and earned a business degree from Arizona State University in 1980.  I have been in the work force for 45 years, with 43 years in the financial service industry.  I advise 450 clients, in 36 states; and help manage approximately 475 million dollars as of August 2025.  I am married, 68 years old, and live in the Ahwatukee Foothills area.  My wife Lisa and I have four grown children and 11 grandchildren.  Our personal and investment goals are to plan and save for our grandchildren’s education and our retirement.

California Insurance License #0J08399
Resident State Arizona

Desk with phone and laptop

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.