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  • Tucson AZ-EPS16
    7465 E Tanque Verde Rd Tucson, AZ 85715 T: 520.549.1988
  • Scottsdale AZ-EPS02
    9237 E Via de Ventura Ste 130 Scottsdale, AZ 85258-3565 T: 480.887.4779 F: 480.887.4768
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  • Scottsdale, AZ-EPS
    14350 N 87th St Ste 300 Scottsdale, AZ 85260 T: 480.569.7881 F: 480.569.7782
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  • Phoenix AZ-EPS01
    2222 W Pinnacle Peak Rd Ste 160 Phoenix, AZ 85027-1224 T: 623.259.1273 F: 623.259.1274
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  • FountnHillsAZ-EPS03
    17100 E Shea Blvd Ste 100 Fountain Hills, AZ 85268-6624 T: 480.867.6696 F: 480.867.6693
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  • Medford, Don Prescott, CFP®, AAMS®, Tennelle Nickel, Marc Cooper, AIF® & Carly Johnson
    4451 Brownridge Terrace Medford, OR 97504 T: 541.227.2947 F: 541.227.2974
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  • Fountain Hills, Don Prescott, CFP®, AAMS® & Tennelle Nickel
    16810 E El Pueblo Blvd, Suite 101 Ste 101 Fountain Hills, AZ 85268 T: 480.656.5553 F: 541.227.2974
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  • Tucson, Ali Rustempasic AAMS®, Yamen Fellah, Wyatt McRae
    3561 E Sunrise Dr Suite 105 Tucson, AZ 85718 T: 520.524.6111
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  • Flagstaff,AZ-EPS18
    500 N Beaver St Flagstaff, AZ 86001 T: 928.440.7400 F: 928.440.7477
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Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Read
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Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Read
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeav...
Business Ownership
Read
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Business Ownership
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