Katelin Kalik - Financial Advisor
07/06/2026
Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.
How Compound Interest Works Explore how compound interest can grow your money over time with this interactive tool.
06/29/2026
Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.
Rent vs Buy Calculator Compare the long-term financial outcomes of renting versus buying a home.
06/24/2026
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy.
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Phoenix, AZ
85028
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |