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About Us
We'll protect your retirement like family.
We are a family-run business out of Carefree, AZ that have been helping clients achieve their financial goals for over 30 years. We pride ourselves on always putting our clients' interests first. Building our business based on integrity and referrals, we have expanded to serve people's financial needs not only in Arizona, but in California, Illinois, Michigan, Minnesota, Wisconsin, Tennessee, Nevada, and New York.
Craig Enokian
CEO/Founder, Senior Planner
Licensed Insurance Professional
Craig Enokian, a seasoned Senior Estate Planner, brings over 30 years of expertise in all facets of Estate Planning. Born and raised in Chicago, Illinois, he earned his degree in Marketing from Southern Illinois University. At just 29, he became the youngest Vice President Zone Manager at Gould, Inc., a $2 billion company.
After relocating to Scottsdale 40 years ago, Craig initially focused on business planning. However, following the passing of his grandmother—who did not have an updated Estate Plan—he witnessed firsthand the challenges families face without proper planning. This pivotal moment inspired him to dedicate his career to helping others protect their legacies through thoughtful Estate Planning.
Craig most recently served as the host of Your Life, Your Plan on KFNN 1510 AM, where he provided insights on Estate Planning and Investing, answering listener questions and offering expert guidance.
Nikki Enokian
Realtor®, Estate & Wealth Planner
Licensed Insurance Professional
With over 20 years of experience in the insurance and estate planning industry, Nikki is dedicated to helping individuals and families secure their financial futures with confidence. She is deeply passionate about building lasting relationships with her clients and consistently exceeding their expectations.
In addition to estate and retirement planning, Nikki is a licensed realtor, offering valuable insights into real estate as a strategic component of financial and legacy planning. Her comprehensive approach ensures that clients receive tailored solutions that align with their goals—whether they’re planning for retirement, protecting their assets, or making informed real estate investments.
When she’s not helping clients achieve financial peace of mind, Nikki stays busy orchestrating activities for her four children, volunteering with organizations that support children and the homeless, hiking, and attending local events.
Noel Enokian
CCO/Investment Advisor Representative
Licensed Insurance Professional
Noel holds a degree in Liberal Studies from Northern Arizona University and brings over 15 years of experience in estate and retirement planning. As both a licensed insurance professional and a licensed investment advisor representative, she is committed to helping individuals and families build secure financial futures. Her diverse professional background in immigration law, education, and management has equipped her with a unique perspective and a deep understanding of her clients' needs.
When she’s not assisting with seminars, client meetings, or office operations, Noel enjoys spending time with her three children, supporting their sports activities, and continuing her education through online courses.
Our Partners
