Your Wealth Management Partner

OUR FIRM provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and other affluent clients. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on your specific needs, circumstances, and goals. The firm and its advisors are registered with the U.S. Securities and Exchange Commission. We require our principals to be CERTIFIED FINANCIAL PLANNER(tm) licensees so that we can insure our clients receive knowledgeable, unbiased advice.

OUR OBJECTIVE is to provide our clients with the financial "peace of mind" that they need to fully enjoy their lives. We will do this by using the financial planning process as a means to help them organize, prioritize, and realize their financial goals and dreams. Our purpose is to help build, manage and preserve your wealth. We put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.

OUR CLIENTS share in the realization that by coordinating and managing today's financial decisions, they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.

OUR CORE BELIEF is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. The entire staff of TMD & Associates is firmly committed to this philosophy so that we can make a difference in our client's lives.

TMD & Associates, Inc.
3800 N. Central Avenue, Suite 860
Phoenix, AZ  85012
(602) 279-2020    OR    (888) 706-4281
(602) 279-4774 FAX

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