Working Together

From our very first day in business, we've focused on making a difference in the communities we serve. Together, our team puts your needs ahead of our own, ensuring you have the best guidance possible for reaching your financial goals.

With that in mind, here are some of the values you can expect while working with us:

Integrity. Agua Fria Financial Group was founded on making the best decisions for others. Our motto is, “We want something for you, not from you,” and that's a concept we take seriously.

Communication. We're ready to tackle all concerns that may come up during our initial conversations or in your personal life as we're working together. It's your money, and you deserve someone who will communicate the best ways to manage it.

Humility. We're not in the personal finance business to make a quick buck. We're in this industry to make a difference. Whether you have $5 to invest or $5 million, we're most concerned with getting you the best results possible.

Our Approach

In living our values, we follow a three-step process to provide the best service possible to our clients. This is our process:

Step 1: Let's talk! In our initial meetings, we'll ensure we're a good fit for each other.

Step 2: Let's build your plan. Once we've determined we're a good match, we'll outline a financial strategy that leverages the tools necessary to ensure you're as prepared as possible for the years ahead.

Step 3: Regular plan maintenance and communication. We'll actively monitor your plan to sure we're constantly on pace to reach your goals. If change is necessary, we'll review the options and talk you through the process.

We're here to support you at every stage. With you as our primary focus, we'll deliver the best results possible to help you live a prosperous, worry-free retirement.