Risk Tolerance Questionnaire
Asset Allocation
Portfolio Design
Build wealth
by keeping
more of it.
Balancing work, family, and future planning isn't easy.
With our fiduciary guidance, we'll help you
take control of your finances and achieve your goals.
Would your family really be protected today?
Is your estate plan simple — or just set up?
Are your investments returning enough for you to retire?
When your financial goals are clearly defined, it becomes easier to make confident decisions over time.
Life is full of financial questions-our role is to help you
navigate them with perspective and clarity.
Our Offerings
Investment Management
Financial Planning
Cash Flow Review
Let's see where your money is spent.
Tax Strategy
Let's keep more in your pocket.
Investment Planning
Align your investments with your risk tolerance.
Retirement Planning
Create a reliable income strategy for retirement.
Risk Management
Protect your loved ones and assets.
Estate Planning
Ensure everything is structured and up to date.
Hourly Planning
Education Planning
Debt Paydown Plans
Purchasing a Home
Personal Goals
Build a plan that helps you keep more of what you earn.
In a short conversation, we’ll walk through where you are today, what may be costing you, and how to move forward with clarity.
At Grayhawk Financial Services, we excel in precise financial management tailored to your needs. Contact us today for expert assistance.
Contact Info
1820 E. Ray Road Suite C2C
Chandler, Arizona 85225
(602) 428-6606
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Perry Teplitsky is a registered representative of Vanderbilt Securities LLC and investment advisor representative of Vanderbilt Advisory Services
Grayhawk Financial Services and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory Services offered through Vanderbilt Advisory Services
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures