Broker Check

4500 S Lakeshore Dr
Suite 500
Tempe, AZ 85282

Przewlocki Horvath

480-967-8497

 

Our Process

Przewlocki Horvath uses a holistic approach to understand your needs and provides customized solutions to meet your goals and objectives. We look at five main areas of financial planning and focus on the topics that are of greatest importance to you:

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Estate Planning
  • Protection Planning

Investment Committee

Our investment process includes an Investment Committee of experience financial advisors with a diverse set of backgrounds that develops dynamic portfolios. By blending multiple outlooks into a single investment thesis through a structured decision-making process, the Investment Committee offers allocations backed by thorough research and evaluation. This process is the foundation of a comprehensive investment plan.