Bookkeeping in Mesa, AZ (480) 641-1914 Bookkeeping Express 4801 E McKellips Suite 103 Mesa, AZ 85215 Phone (480) 641-1914 Sometimes the hardest part of retirement planning is …..starting. While developing a financial program that is right for you, we will walk you through a step-by-step process that will help you identify your goals and make you feel confident in your decisions to achieve them 1) Identify the client’s needs and goals. 2) Assist in plan design and strategy selection. 3) Take action to implement all necessary products, services, and other components of the plan. 4) Regularly monitor the plan and revise as needed. As an independent firm, we offer the following services: Fee-Based Planning Safe Money Alternatives Life [More]