Our mission is to bring clarity to the planning process and make it easy for our clients and their families to identify their options and make informed decisions about their estate and retirement planning. Like you, we’ve learned that keeping things SIMPLE gets results.
Family values are at the core of our company philosophy. We have a deep respect for our clients and strive to provide the same level of customer care that we would to our own loved ones. We understand that estate planning is never “one-size fits all” and work hard to make sure that the individual needs of each client are fulfilled. We believe that everyone deserves the peace-of-mind that comes with properly executed estate planning documents.
We employ a strict code of ethics within our firm. Client privacy and security are an absolute priority to every member of our staff. We follow a strict protocol when dealing with client information and documents. As a true fiduciary led firm, the best interests of our clients always come first.
At Spirit West, we apply this simple four-step process to all of the services we offer. Whether you are creating an estate plan for your family, making changes to an existing plan, or putting long-term-care insurance into place – this process will help to keep you on track. Keeping it simple truly allows you to get your planning done quickly and efficiently. Once you have a plan that meets your goals, you will find peace of mind and be able to spend your time enjoying the things you love the most. You will be amazed at the difference a little simplicity makes in your life.
We will listen to you and pinpoint your exact needs and goals.
No one-size-fits-all here! We will create your plan to align with the goals you established.
The devil is in the details! We will stay by your side and assist as you put your plan into action.
Relax knowing you have a plan in place and use your annual review to stay on track.
As Arizona locals, we love sharing our knowledge of Arizona history and geography. When you visit one of our offices you will find many unique and interesting Arizona collectibles on display. Our newsletters and blog often highlight fun places to visit and interesting back-stories about the towns and cities in our great state. We love welcoming “newbies” to Arizona and enjoy meeting clients from all walks of life.
We understand the importance of making sure your documents are up-to-date and in good order which is why we offer a variety of ways for you to take advantage of our free-of-charge 45-minute consultation.
Choose to come into one of our offices or take advantage of a free-of-charge phone or on-line video consultation. Old-fashioned home visits are also available for those with mobility issues.
Our office has instituted a strict Covid-19 response policy to protect our clients and staff – ask for details when you call to schedule your consultation.