| Location: | Scottsdale, AZ, 85251 |
| Experience: | 25+ years of experience |
Minimum portfolio requirement
(including stock grants): | None |
| Credentials/Education: |
CFP: Certified Financial Planner
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| Other Certifications: | RMA |
| Fee structure(s): | Percentage of assets
Fixed Fee
Fee only
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| Services offered: | Retirement Planning
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| Practice and Approach |
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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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