David Lesnick

623 878-6470

Our Services

  • Wealth Management
  • Retirement Planning 
  • Estate Planning
  • Qualified Retirement Plan Setups/Takeovers
  • IRA/401k Rollovers
  • Tax Planning
  • Family Wealth Transfer
  • Charitable Remainder Trusts
  • Life Insurance
  • College Education Funding
  • Insurance Policy Evaluation