7220 North 16th Street, Suite C, Phoenix, AZ 85020 (480) 951-5300

Financial Planning

In partnership with a fiduciary advisor, a strategic financial plan allows you to make educated and mindful decisions about your assets at life’s most important moments. Charted to give peace of mind and confidence, your plan is more than money. It’s a living, breathing strategy that evolves with you.

  • Ask purposeful questions to understand you, your values, and your goals
  • Tailor your plan based on knowledge and experience with consideration for your short-term and long-term goals
  • Monitor and refine your plan to ensure your highest probability of success
  • Take a financial inventory, and review assets and liabilities
  • Social security optimization
  • Utilize technology-driven planning tools to view potential future outcomes
  • Optimize taxes by developing tax efficient strategies utilizing tax loss harvesting, deductibility, and distribution planning
  • College funding to take advantage of tax breaks and investment growth for higher education

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