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When your specialists work together, you win!

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When your estate plan informs your investment and insurance strategy, you can access unique TAX advantages that might otherwise go unnoticed.

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Some of your assets get TAXED more than others.

Working together, we'll help you avoid unnecessary capital gains taxes, tap into tax-advantaged income and design plans to eliminate taxes on you and your heirs.

CLICK HERE to begin the process.

Education &
Discovery Meeting

Customized Planning

Execution

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CLICK ON THE BOOK to get our Tax Strategy Report  Now.

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602.325.8447

M-F: 9:00am to 5:00pm

admin@reliant-gh.com

4745 N 7th Street
Suite 210
Phoenix AZ 85014

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Disclosures:
Legal services are provided by Reliant Law Group PLLC (RLG). RLG is a Licensed ABS in the State of Arizona (license number 70169).  RLG provides legal services to the public and is not an agent of, nor endorsed by, any Arizona court.

Insurance products and services are provided by Reliant Estate & Insurance Services LLC (REIS). REIS is licensed by the Arizona Department of Insurance (agent number 3002393123). REIS does not charge a fee for it's services. Instead, if you purchase any insurance products through REIS, REIS will be compensated by the insurance companies you choose to work with. Insurance products sold by REIS provide for a 30-day free look period as required by A.R.S. § 20-1233 allowing you, as the consumer, time to review your policy.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Michael Rojas (dually registered) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
 
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
 
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

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Full Disclosure | ADV 2A | Privacy Policy | Terms of Service 


Tax Strategies: Consult your tax advisor prior to finalizing any plans, decisions or products which may affect your tax exposure. 

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