Our Qualifications

 

We have been working with individuals and businesses in the Valley of the Sun for 25 years.

Check the background of these investment professionals on FINRA's BrokerCheck

 

John Lahman

John began his investment management career helping educators, both classified and certified, enroll in tax sheltered annuities (TSAs) through 403b plans.  Since that time he has expanded his practice as an investment advisor representative to include mutual funds and variable annuities.

 

Andy Lahman

Andy helps people with retirement planning (Roth & Traditional IRAs and 401(k) Rollovers), College Savings Plans, and bridging the gap to an early retirement (taxable investment accounts). 

He also helps people with term life insurance to provide financial security by replacing lost income and covering expenses.