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OPTIMIZING YOUR WEALTH

Keeping You in Comfort

Our team of professionals can design a plan incorporating all of your financial needs to help optimize your financial independence. We can work with your legal and tax advisors to create a team that works best for you. We specialize in creating a comprehensive plan that produces results for our clients, as well as confidence in a strong financial future.

Meet your team

Keith R. Dorson

Founder

480-890-0100

480-890-7826

[email protected]

Keith's primary goal is to treat each client with the care and attention he would want to receive. He enjoys helping to build financial pathways to his clients' dreams and goals. 

He has worked the past 24 years as an independent financial advisor locating his office close to family and making it convenient for his clients in the Phoenix area. He worked for Edward D. Jones & Co before developing Win Win Investment Planning, LLC, and he is now a Registered Principal with SagePoint Financial, Inc.

Keith has been recognized as an excellent senior instructor at the University of Phoenix where he taught Advanced Budgeting, Project Management, Computers and Information Systems, and Certified Financial Planners™ (CFP®) for decades. He is also a public speaker with years of experience making the complicated easy to understand. In his fun time, he enjoys flying FPV drones, virtual reality, and all things aviation related. 

Laura Compton

480-890-0100

480-890-7826

Laura Compton has been Executive Assistant/Office Manager for fifteen years. She helps with your customer service questions using seamless proactive service to support Keith's advice. Laura is the detail-oriented person who prepares most of your paperwork and helps to keep our office in compliance. She has a degree in studio art and in her spare time enjoys creating ceramic cat sculptures. Laura is not registered with SagePoint Financial, Inc.

Ask us anything...even what superpower we wish we had! (we'd choose the ability to talk to animals, of course)

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