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2720 East Camelback Road Suite 200 Phoenix, AZ 85016  |   (602)765-2224  |

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Read my latest article for or watch my 11 minute video to explore similar topics. Have time on your hands? Read and Watch- I cover a few different financial concerns facing individuals today.

Whether you have personal financial questions or are responsible for the health of your company, call on ValuesQuest for impartial advice and comprehensive solutions.

Are You Prepared to Live to 100?

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Our innovation and experience will help you build a practical plan for working toward your goals, no matter the size of your business or level of wealth, both now and in the future. Contact us today for a complimentary, no-obligation consultation with a Certified Financial Planner™ (CFP®).

We provide small businesses with a simplified solution to their retirement plans

OUR PASSION - is to give people the help and attention they need to build towards a greater future while preparing for life’s unexpected and unanticipated events.

Schedule a 15 min appointment

WHY CHOOSE ValuesQuest

We have a duty of undivided loyalty to our clientele. We operate with integrity to earn the trust and confidence of our clients. We believe in continuing education and due diligence to stay abreast of our clients’ changing needs.

WHY WE DO IT - We believe in creating health and balance in all areas of our client’s lives beyond their finances, and that begins with inspiring people to make good, lasting, healthy financial choices that can improve their quality of life.

CONNECT With ValuesQuest

CFP and Financial Planning Wealth Management For Small Business Owners

OUR GOAL - is to help people live their healthiest lives today and building confidence in their tomorrow.

We are a full service financial consulting firm that goes beyond what’s expected. Our client discovery sessions are designed to uncover what you really value and what you are on quest to fulfill, then we create the plan with you to keep you on course.

Our partnership with existing clients is invaluable and we enjoy the collaboration and opportunity to create plans that can help build your financial confidence.

Welcome to ValuesQuest