Nancy Ann Coon has over 10 yrs experience in the financial services industry. While she serves hundreds of clients throughout the United States, the majority are in AZ and UT where she offers in-person consultations.  Her team of professionals is dedicated to doing what is in the client’s best interest, whether it be managing retirement accounts, choosing among health insurance and long term care options, protecting business and personal assets from possible liability lawsuits, or setting up trusts for estate planning.  Regardless of the expertise needed, Nancy’s team will always base recommendations on the client’s best interest, as required by a Certified Financial Fiduciary®.