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Laying the Foundation for
Your Financial Success

Retirement Planning and Investments

Schedule Your Free Consult

Call Us Today At 623.299.9710 OR 480.579.9089

No Obligation Discovery Meeting

logo
  • Home
  • About
  • Services
    • Financial Services
    • Our Process
  • Resources
    • Blog
  • Events
  • WOW Me!
    • Webinars
  • Contact
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UTMA - A Possible 529 Alternative

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CONTACT US

Phone: 623.299.9710 OR 480.579.9089
Fax: 623.312.2999
Email Us!

OUR LOCATION

7055 W Bell Road, Suite 12
Glendale, AZ 85308
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DISCLOSURES

Privacy Policy
Terms of Use
ADV Part 2B: Pamela B. Prine
ADV Part 2B: Kimberle M. Dyer

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities offered through J.W. Cole Financial, Inc. (JWC), member of FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Keystone Capital Management Group, LLC and JWC/JWCA are unaffiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.