Broker Check


Learn About Our Firm

As participants in the SmartVestor™ advertising program, Capital Choice Arizona is committed to helping people achieve their financial goals by providing sound advice, and by educating you to help you make well-informed decisions about your finances for yourself and your family.

We believe in keeping it simple. The fundamentals of personal finance can be very simple, and making sure you have access to the essential information, teaching you about the tools available, and empowering you to achieve your financial goals is our priority.

We operate according to three core principles:

Our Primary Purpose

First, reduce your debt and save money, we can do this by offering competitive tools to help you reposition your money to eliminate debt, rather than pay interest on borrowed money use that money to accumulate wealth.

Provide assistance with your family's future and income with the proper insurance coverage.

Help save and invest in your future, by protecting your income at a low cost and reducing your debt, you can afford to invest and save, by making profitable investments you can begin working your way toward achieving financial confidence.

Once you have a better understanding or your finances you will be better equipped to achieve your financial goals. To do this you can take advantage of our complementary Money Guide Pro our unique financial mapping program,which will help get you started on building the financial future you dream of, by providing you with a personalized retirement savings and debt reduction plan.

We are independent representatives, therefore you can be confident that we will do what is right for you and your family. We are selective in the products and services we offer. Our firm has relationships with a variety of financial service companies. If you have questions on the range of financial products and services we provide please give us a call.

Contact our office to set up your complementary consultation:

Phone: Appointment Line: (602) 715-2527

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!