Contact Us

Since our independent advisors are located nationwide, the most efficient way to contact an advisor in a particular location or practice is by finding their location below or clicking on their bio image on our Team page which you can VIEW HERE. The advisor links below will direct you to their bio page or directly to their practice website.

The form found here is for general inquiries. Submissions are directed to our servicing office located in Scottsdale, AZ. You may leave a message for an advisor through this form as well and our team will forward it on to the appropriate contact.

Phone: (866) 216-2847



The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for the 2024 tax year.