Gravel road from Lockett Meadow to Humphrey's Peak.

What We Do

Our Process

Our Process

We work with our clients to build a financial plan that makes sense for them and their families.  After a financial plan is built we work to ensure the plan is implemented through the smart use of insurance services and investment management work.  We work with our client families to coordinate with their other professional services such as tax and estate planning so that their financial plan works as well as possible.

Casual photo of Rick Powell.

Our Process

Our Process

Our Process

Financial Planning

Investment Planning & Management

Risk Management (Insurance Services)

Tax Planning

Estate Planning (and Implementation)


Photo of darling golden retriever.

About Me

Our Process

About Me

Since 1993, I've been helping hard-working business folks and retired versions of them build and protect their assets and plan for the retirement they want. When I'm not working, I enjoy traveling, hiking, and playing with my grand-dog Gunner.

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Contact Me

Request A Consultation

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Primoris Financial Solutions Co.

8985 East Bell Rd., Scottsdale, Arizona 85260

Call us at: 602-273-0440