Brokerage USA

Planned Brokerage Solutions Inc. (PBS) is an independent brokerage firm based in Scottsdale, AZ, specializing in customized Disability Income (DI) insurance solutions for both insurance advisors and business professionals. With over 30 years of experience, PBS offers a wide array of plans from top-tier carriers, ensuring that clients find the right DI policies tailored to their financial needs. Committed to providing educational resources, efficient underwriting, and expert guidance, PBS aims to prevent common mistakes in choosing disability insurance and highlights the importance of DI in financial planning. The firm also offers a free eBook to help clients make informed decisions regarding their disability insurance options. Generated from the website

Calton and Associates is a professional services firm based in Mesa, AZ, specializing in providing strategic consulting and financial advisory services to a diverse clientele. The company offers a range of solutions tailored to meet the unique needs of each client, with a focus on delivering personalized and results-driven outcomes. Generated from their business information

Bonsai Financial is a holistic financial planning firm based in Phoenix, Arizona, that focuses on creating sustainable long-term plans tailored to each client’s goals. They emphasize a disciplined approach to financial planning, retirement planning, investment strategies, and future tax planning, ensuring that small, consistent improvements can lead to significant growth over time. The firm employs a consultative method to help clients structure their financial lives, utilizing custom Asset-Map Reports to highlight priorities, intentions, and areas for improvement. The team at Bonsai Financial aims to provide clients with the confidence of having a well-defined plan in place to protect and grow their earnings. Generated from the website