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Award Winning Financial Services Provided By Local Advisors

Buying a homeSelling a homeObtaining a home loanRefinancing your mortgageObtaining a HELCA financial planRetirement planningInvestment managementAuto insuranceHome insuranceLife insuranceHealth insuranceMedicareMedishareChristian bill sharingA willA trustAn estate planPower of attorneyMutual fundsStocksBonds401(k)IRAInvestment propertyDisability insuranceLong term care insurance with wisdom and love

We offer a range of financial services, and each service is provided by a licensed local advisor. Click on each product or service to learn more.

Real Estate

Buy a home

Sell a home

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Refinance a mortgage

Obtain a home equity loan

Reverse mortgage

Investor loans

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Insurance

Auto insurance

Home insurance

Umbrella insurance

Life insurance

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Medicare

Medishare

Christian bill sharing

Long-Term care insurance

Disability insurance

Home warranties

Wealth Management

Financial plans

Retirement plans

Investment management

401(k)

IRA

Mutual funds

Investment funds

Estate plans

Will

Trust

Power of attorney

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Or give us a call at 602-384-2604 and we would be happy to answer any questions you have about the financial services we provide for our community.

A Few Of Our Recent Awards And Designations

A Few Articles About The Services We Provide

What the Bible Says About Debt

Grant Botma2022-03-01T08:55:02-07:00

"The rich rule over the poor, and the borrower is slave to the lender." - Proverbs 22:7 This is the most popular verse in the Bible about debt. It [...]

Prepping to Add Your Teenage Driver

Grant Botma2022-02-22T12:41:32-07:00

We as adults have had car insurance for a long time now, but adding a teenage driver is... different. To make the process easier, we’ve put together a list [...]

How To Talk About Finances With Your Spouse

Grant Botma2022-04-04T13:14:13-07:00

Money–it's a “thing”, especially in relationships. This is one reason why Jesus talks about money more in the Bible than He speaks of Heaven or Hell. He loves us [...]

Does Your Family Resent the Time You Spend Working?

Grant Botma2022-02-10T14:01:43-07:00

The following is adapted from Work–Life Harmony. When my children were very young, my family and I went to Disneyland. While there, we sat on the curb of Main [...]

Having Your Finances Under One Roof

Jake Norton2021-11-09T11:14:33-07:00

Are you the type of person who has accounts at multiple places? If I asked you to find information about your life insurance policies, would you know where to [...]

Why I Don’t Pay My Kids an Allowance

Grant Botma2021-07-13T14:57:00-07:00

I love my kids like crazy. Like most parents, I would do absolutely anything for them. As a result, I understand why many parents choose to give an allowance [...]

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