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Request our Retirement Kit that addresses several topics you should consider when planning your retirement

  • Submit a Recipe

    Submit a Recipe

    We are now accepting recipes for our Volume 7 Cookbook! Please send your family favorite, best-ever, easiest to make, most delicious recipe! The cookbook will be released at this year’s Holiday Celebration!

    You can submit a recipe one of three ways: 

    1. By using the auto-fill boxes below.
    2. By dropping off a printed copy of your recipe to one of our office locations (if you are located in Green Valley, please call ahead to verify someone will be in the office.)
    3. By sending us a Facebook Message.
    Fill out my online form.

    Andy Smith and Chris Cox

    Andy Smith and Chris Cox have over 47 years of combined experience in the financial services industry. A full service and comprehensive firm, they are aligned with some of Southern Arizona's trusted professional's who understand the responsibility of expert advice.
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    Retirement Team

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    Neither the company, nor its agents or representatives may give tax, legal, or accounting advise. Individuals should consult with a professional specializing in those areas regarding the applicability of this information to his/her situation.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.