• Canada Arizona Business Council (CABC)
    The Canada Arizona Business Council (CABC) is a non-profit Arizona Corporation whose purpose is to promote increased trade and investment between the State of Arizona and Canada.
  • is the home of the Cross-Border Financial Planning Alliance, the first international network of independent, international financial planning firms and specialist advisors.
  • The National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.


  • Charles Schwab
    Charles Schwab is one of the nation’s largest financial services providers of securities brokerage, wealth management, and related financial and investment …
  • Fidelity Investments
    Mutual fund company; provider of financial services; investment management; retirement and brokerage services.
  • National Advisors Trust
    Provides innovative trust and custodial services – delivered through trusted independent advisors nationwide.


    • DocuBank
      DocuBank provides emergency access to your healthcare directives.