About US
Our goal is to take the confusion and mystery out of the issues which surround the financial world. We will explain the seven main financial dilemmas which can threaten the financial peace of mind of your lifestyle. You’ll learn how to overcome these dilemmas in simple enlightening terms so you will have the power to take charge of your own financial affairs.
Gerry A.Wiebers, FIC is a Multi Generational Advisor with 28 years of experience. Specialties include estate tax reduction, financial education, insurance and income planning. Retirement planning education lectures are taught by Mr. Wiebers for various companies, schools, county and personal groups. He has provided education events for various Multi Generational study groups and associations in Arizona.
Gerry is a 17 Year Life Member of the MDRT (Million Dollar Round Table) which is the top 5 % of professionals in the Financial Services Industry. Gerry also has served as President of Scottsdale NAIFA (National Association of Insurance and Financial Advisors). He holds membership in several professional industry organizations such as NAFA and AAP.
Gerry is a proud member of SafeMoney.com & SOFA
Arnold Weiner has been active in insurance and financial planning since graduating from the University of Arizona. He began his career with Hartford Life in their career development program, and became the youngest manager for the Hartford when coming to Phoenix in 1976.
In 1983, he became an independent advisor, as it became difficult to properly serve his clients with only one company product line available. Since that time, he has worked with many clients on their financial goals and objectives.In 1995, he earned the designation of Registered Financial Consultant, and maintains that designation with continuing education to keep up with all the latest developments in his field.
Arnie specializes in senior financial planning and represents many different companies, which allows him to represent his clients to the industry, not a single company to the client. This allows him to be an independent multi-dimensional financial advisor.
He is married and has one daughter also living in the Phoenix area.
Hy Stokes is a retirement and income planning specialist in the Phoenix, Arizona area. He uses a team approach to develop solutions for clients’ retirement security. His partners include ethical and successful professionals in several disciplines, including: estate planning and elder law certified attorneys, registered investment advisors and securities experts, accountants and tax planners. He works together to achieve optimal expertise so that his clients can enjoy financial peace of mind during retirement.
Hy has provided counsel and education to thousands of seniors on how to preserve their assets. The strategies he developed has shown clients how to increase their retirement income and reduce their taxes so that they keep more of what they have earned. His experience in this business confirms that all of these areas are vital to a good retirement and income plan.
Hy chose this business because his work can really make a tangible difference in his clients’ well-being. It gives Hy great gratification to see the peace of mind his clients enjoy when their retirement plan is in order, by ensuring that they do not outlive their assets or lose them to a catastrophe.
Linda has experience in the area of Financial Education for Women. In addition her experience of protecting assets and providing Tax Free incomes for Medical Professionals is a must in today’s volatile world. She believes in an educational advocacy relationship where there is never a subordinate position by either client or advisor. This type of relationship fosters a very efficient team effort to solving financial needs.
Linda has served in Management for several large benefit companies providing literally millions of dollars in paid benefits over the years. By implementing various strategies for families many homes,businesses and incomes were preserved. Linda is a Member of the MDRT (Million Dollar Round Table).
Linda is a proud member of SafeMoney.com