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5080 North 40th Street
Suite 400
Phoenix, AZ 85018

Kevin Gotwalt

(602) 957-7155

 
Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial balance. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Ways to Turn Spending into Savings

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Take the Stage: Commitment and the Money Conversation

Take the Stage: Commitment and the Money Conversation

Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.

 

5 Original Ways to Show Your Love

One of the best ways to love the people you care about is through properly protecting yourself, and them.

Financial Fixes: How to Survive Job Loss

In the first few years after college, graduates tend to expect job turbulence.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

The 12 Steps to Living Confidently: Savings and Cash Flow

Why is Cash Flow so important to understand?

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Rightsizing for Retirement

What does your home really cost?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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