Patrick Funke & Associates Inc

Pacific Advisors, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

SharpePoint LLC, based in Phoenix, AZ, is an independent Registered Investment Advisor dedicated to providing customized financial planning and investment solutions tailored to meet the unique needs and goals of individuals, particularly busy professionals in their prime careers. With a commitment to clarity and confidence, the firm employs its signature SynerG planning process to help clients navigate the complexities of their financial lives and achieve long-term financial security. The experienced in-house team at SharpePoint serves as fiduciaries, ensuring that clients' best interests are prioritized in every aspect of financial decision-making. By balancing immediate needs with future aspirations, SharpePoint empowers clients to build wealth, manage risks, and prepare effectively for life's milestones. Generated from the website

Founded in 1987, CFG Business Solutions, LLC is a financial consulting firm. Located in Phoenix, Ariz., the firm specializes in succession planning as well as wealth transfer services. Its succession planning services offers various customized solutions for business valuation modeling, leadership development and coaching, facilitation of shareholder buyouts, estate planning coordination and data gathering. The consulting firm works with its clients and their estate planning attorneys to design multigenerational wealth transfer plans. CFG Business Solutions, LLC is a member of the M Financial Group.