Lifetime Investing with Quality Advice Dedicated to You.
We have a comprehensive approach that strives to give you the tools and resources to navigate any financial challenge.
It is our hope to be your families financial guide for life.
How We Give Back
LIQD Investments continually explores new ways to enhance our local community. As a proud member of the Scottsdale Chamber of Commerce, we work closely with and support local businesses. We’re active volunteers in local charities and challenge ourselves to do as much good as possible in our neighborhood. Please join us in supporting these local Organizations and Companies.
Every action counts!
Charities
Whether it’s teaching children about financial literacy, helping ensure they have a decent meal, or simply passing along a little joy through connection - LIQD Investments is proud to volunteer with and support these charities (below).
Creating a global community of empathy, caring, and love…
Professionals
At LIQD, we are dedicated to enhancing the well-being of our clients, but also our community at large. Our participation in local chamber events and the support of our fellow business members are just some of the ways we try to help make Scottsdale a better home for all of us.
Small businesses and the professionals that operate them are the backbones of our community. When it comes to financial planning, LIQD Investments recognizes a team is required to ensure the most comprehensive, in-depth plans are produced for our clients. LIQD Investments seeks to collaborate with other business professionals to ensure all aspects of your financial life are being continually monitored and addressed. We have preferred support professionals we can recommend, but we’re also happy to work with whomever you’ve already established a relationship with.
tax specialists
Individual or Corporate, everyone requires a dependable and proactive tax advisor to assist with your macro strategies or ongoing tax filing needs. We are eager to connect and work with your existing advisor to create and execute upon tax-savings strategies or will happily assist in connecting you with a tax advisor.
Real Estate
LIQD Investments is fortunate to have deep connections in the real estate industry throughout Arizona as well as other regions in the US. Whether it be land, residential, commercial, development, rental, purchase, sale, or financing, allow us to connect you to a trusted contact with specialties in your areas of need.
Legal Services
One never knows what will arise, but know that our extensive list of legal professionals can assist you in all aspects of your legal affairs. Estate Planning is the most frequent need, however, we often see activity in the real estate, personal liability, corporate litigation, family law, contract law, asset preservation, and special needs disciplines. We know who can help!
Insurance
LIQD Investments’ second-largest portfolio offering includes life, disability, and long-term care insurance planning and execution. However, for those more difficult business-related policies, premium financing, property and casualty, Medicare and health insurance items, we have a specialist readily available for your needs.
Lifestyle
For everything else, whether that be medical treatments, physical well-being, golf lessons, fishing tips, automotive purchase or sale needs, LIQD Investments has someone we can recommend to assist!
