PlanningCore Wealth Advisors LLC is licensed as an independent registered investment advisory firm using Charles Schwab’s institutional custodial platform to trade and hold client funds. This allows us to provide unbiased advice to clients, straightforward fees and a broad range of investment solutions. We provide wealth management services to entrepreneurs, corporate executives and affluent families in Paradise Valley, Arcadia, Biltmore and North Scottsdale.We believe it is difficult to outperform the markets on a consistent basis and structure our core global portfolios using low-cost tax efficient exchange traded funds to index the large established stock markets and seek active mutual fund managers with specialized expertise for emerging and niche stock market sectors.

ALG provides risk management and transactional legal advice for complex corporate and real estate transactions and assists high net worth clients with estate planning and asset protection. Firm utilizes sophisticated cloud based practice management infrastructure to provide highly responsive and cost effective delivery of legal services.Career note: From 2010-2012 consulted with life sciences start up company in Del Mar, California advising on legal and financial matters including licensing and commercial launch of company’s oncology products for companion animals.

Largest law firm in Arizona serving 5-state region with numerous practice areas and more than 250 Attorneys; Worked in capacity of real estate associate among senior real estate partners while supervising other associates, as well as paralegals. Oversaw complex real estate transactions for commercial real estate developers, including acquisition of raw and improved land, development of planned communities and retail centers, leasing and disposition. Drafted and reviewed transaction documents and performed due diligence in connection with transactions. Collaborated with senior partner in negotiations with billion-dollar developer DMB on acquisition of property by Dial Company for new corporate headquarters. Represented local restaurant franchise and national charter school operator in negotiation and due diligence for acquisition of new site locations. Facilitated addition of paralegal support to real estate group, resulting in increased efficiency in closings of real estate deals and reduction of clients’ legal expenses.

Boutique firm focused on real estate and business law with 5 Attorneys.; Worked with Partner on wide-ranging real estate law and business transactions while supervising paralegal and office manager. Negotiated and prepared real estate and general business documents for acquisition, leasing, and disposition of real estate assets by commercial developers and investors. Researched low income tax credit housing issues. Oversaw general corporate matters, including mergers and acquisitions as well as business agreements for various companies. Developed database of legal documents and office automation projects, as well as policy and procedure for tracking and closing real estate deals. Orchestrated $100M refinancing and securitization of developer portfolio involving 6 major commercial projects, resulting in offer of employment with deal co-counsel, Snell & Wilmer.Negotiated with major hotel company for acquisition of 300-room Niagara Falls Hotel.

Fortune 500 life insurance and investment management firm.; Supported 20 Financial Representatives in creation of advanced planning proposals in estate and financial insurance for corporate client base. Prospected for business and sold complex executive benefit plans. Worked with in-house and outside legal Counsel in development of business agreements and marketing of estate-planning documents. Serviced multi-million dollar insurance portfolio. Developed prospecting software for new corporate insurance clients. Sold largest corporate insurance policy premium for new Agent in firm history at $100K. Won No. 1 new Sales Associate in agency of 100. Career note: Prior to legal degree served as Vice President with Midlantic National Bank. Details upon request.