4 matches were found for Financial - Retirement Planning Our members are presented equally regardless of their alphabetical positioning. For an alphabetized list of these results CLICK HERE.
Our experienced professionals have been assembled to offer you the depth of resources, and commitment needed to manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.
Enriching our community through integrated advice and exceptional experiences.
Designed for Business Owners / Executives & Medical / Dental Professionals
Orientation: Aligning your goals and dreams with the people and tools to achieve them.
Journey: Implementing valuable solutions to your Legal, Insurance, Financial, and Tax plans, all with an integrated approach.
Community: Monitoring progress and staying connected through quarterly Check-Up?s and exclusive events.
Have you amassed a king's ransom in wealth, or beginning your investing journey? Are you in the accumulation phase of your life or retired and trusting in your investment portfolio to help fund your Lifestyle for another twenty to forty years?
Do you have a "bucket list?" Do you have dreams, desires, goals you have yet to accomplish? Are you a giver with a passion for making this world a better place for those less fortunate?
We have watched clients and others make financial decisions in all areas of their planning, some that worked, and others that failed miserably. One truth stands out. Decisions made in agreement within the context of a written, personal plan that focuses on long-term results and generating predictable income streams invariably turn out well.
Investing in building income is a proven strategy used by the wealthy to accumulate, wisely use, and ultimately transfer their money to the next generation. We promote a system for building predictable income streams without selling off shares.
We believe in this strategy because we have watched it work for others. We have seen this plan keep investors invested even during down markets. They stay the course because they see their plan working harder when share prices are depressed. Reinvested income distributions can buy more shares when those share prices are lower.
There’s nothing more important than protecting what you value most—your family, your assets, even yourself. I'm here to support your insurance needs as you move through life, just as I do for all my clients in and around Scottsdale, AZ.
Let’s talk about any insurance questions or needs you have. As a COUNTRY Financial® Insurance Agent, I'm prepared to help whenever you’re ready.
Like I tell all my clients: It’s about worrying less and living more.
