Samuel J. WinheimCPA-Financial Advisor,Champion Partner
Phone: (602) 776-6306 Sam is the Managing Partner for Price Kong & CO.,CPA, as well as the Director of the Closely Held/Family Owned Business Group. In addition to providing clients with tax planning and preparation, estate planning and small business consulting, Sam routinely does presentations on cash flow and income projections for small business owners, multi-entity businesses, estate and tax strategies, and business development. He firmly believes personal financial planning must work together with business financial strategy to balance a clients growth potential as well as their security. 
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5300 N Central Ave, Suite 200 Phone: (602) 776-6300 |
Securities offered through 1st Global Capital Corp., member FINRA, SIPC. Investment Advisory Services, including fee-based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through PK Financial Strategies, LLC. PK Financial Strategies, LLC and 1st Global Capital Corp. are unaffiliated entities. We have individuals registered to offer securities in the states of Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Texas, Utah, Virginia, Washington, and Wisconsin. This is not an offer to sell securities in any other jurisdiction.