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A solid financial plan is a powerful possession that offers a sense of financial independence. Our process allows us to determine appropriate strategies and help you understand how to seek your goals and live your dreams.
Our process stresses informed financial decision making. We encourage you to review all decisions with your team of tax and legal professionals. For the record, we are not tax or legal professionals and this information is not intended as tax or legal advice. Now we’d like to remind you that a well-executed financial plan requires diverse knowledge and utilizes some or all of the following strategies and services:
-Retirement Lifestyle Planning Making the most of your employer-sponsored retirement plans and IRAs. Seeking to determine how much you need to retire comfortably. Managing assets before and during retirement including Social Security analysis.
-Estate Planning Referring you to qualified Estate Attorneys to review your wills and trusts to help preserve your estate for your intended heirs by helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
-Tax Management Helping to reduce your current and future tax burden by considering multiple strategies for review by your tax professional. Also, referring you to qualified tax specialists if needed.
-Legacy Planning/Charitable Planning Creating a solid future for generations to come seeking to manage that your legacy will live on through those you love or causes you care deeply about.
-Risk Management Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your individual wants and needs.
-Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work towards your goals.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, MI, MN, MO, OH, OR, TX, VA CO, ID, MD, IN, WI and UT.
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Phoenix, Arizona Financial Advisors