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Dana Anspach
Sensible Money LLC
Dana Anspach
Location:Scottsdale, AZ, 85251
Experience:25+ years of experience
Minimum portfolio requirement
(including stock grants):
Credentials/Education: CFP: Certified Financial Planner
Other Certifications:RMA
Fee structure(s):Percentage of assets
Fixed Fee
Fee only
Services offered:Retirement Planning
Practice and Approach
Who's driving your retirement planning process? Our focus is on working with folks age 50+ who are within 10 years of retirement and need to turn their collection of assets into a source of reliable retirement income. We use a series of retirement readiness tests that allow us to compare outcomes of various decisions, showing you what potential choices lead to better results. We incorporate advanced tax planning into all our work.
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