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1630 E White Mountain Blvd Unit D-3 Pinetop, AZ 85935    (928) 358-4314    Office Hours: 8:00 am – 5:00 pm Monday - Friday

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s


Be confident about your retirement.


Jason McCaleb


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(928) 358-4314


Successful Investing

Two simple keys to successful investing are discipline and patience.


Individual investors usually make their money over time. While their strategies may differ according to their own personal needs, the successful investors often appear to follow the same set of guidelines.


We hope these guidelines will be helpful to you as you consider your own investment decisions.

  • Develop a Personalized Strategy

  • Always Stay with Quality

  • Learn to Diversify

  • Think and Invest Long Term

  • Address and Correct any and all Mistakes Quickly

  • Take Necessary Steps to Understand and Manage Risk

  • Focus on the Investment Rewards

  • Choose Quality Stocks

  • Focus on What You Can Control

  • Calendar in an Annual Review of your Strategy and it’s Effectiveness


Diversification neither assures a profit nor guarantees against loss in a declining market.



Mutual Funds

Guarding against property loss or damage making payments in the form of premiums to an insurance company, which pays an agreed-upon sum to the insured in the event of loss.


Insurance policy guarantees are based on the claim paying ability of the issuing company.

We know how difficult it can be to try to outguess the market and research stocks each day.  We believe in a long-term, diversified investment strategy which is a much more sensible way to persue your goals. There is so much more to investing than “buy low, sell high”.  A better focus is to hold quality investments over time which will help you address specific goals.


Here are some of the ways we may help you achieve your varied financial goals.

Life Long Term Care Disability
College Saving Plans