Financial Advisors in Arizona

Linda Stratton, CFP, EA, MBA
Stratton Advisors helps people reach the goal of building assets to create financial independence then implement a strategy to generate a a retirement paycheck. I use an integrated approach that coordinates tax planning, investment advice, and financial planning services.
Stratton Advisors builds a unique relationship with each client that focuses on you, not on product sales. Your situation, your goals, and your expectations deserve unbiased, objective advice. The amount of money you need to be financially independent is not the same as it is for your neighbor or your co-worker or your sibling. The amount of money you need depends on your goals for your life. It depends on your activities, interests, health, family obligations and other elements of your own situation. Financial planning is the process of pulling it all together.

Linda is a tax professional and Enrolled Agent as well as a Certified Financial Planner®, and uniquely prepared to integrate smart tax planning with effective investment strategies. Linda is a NAPFA-Registered Financial Advisor and a member of ACP, the Alliance of Comprehensive Planners.

For an initial get acquainted meeting, Stratton Advisors offers a complementary appointment to discuss your situation and your concerns.
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We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND personal financial planning that may involve retirement planning, estate planning, college funding, retirement distribution options, cash flow/saving strategies, wealth preservation and risk management.

Continuum Wealth Management brings all areas of your personal and financial life together into an actionable plan. We help you on your journey toward long-term financial success by:

• Creating a strategy and putting a plan in place to get you from where you are now to where you want to be
• Helping you achieve your lifestyle and retirement goals
• Managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you
(family, friends, personal interests, life goal, travel etc.)
• Helping you make good financial decisions and avoid costly mistakes
• Simplifying your financial life
• Providing financial peace of mind!... See More

Comprehensive financial planning that helps you achieve peace of mind. We work only for you not for a company selling a product. We focus on your goals and all areas of your financial life - taxes, investments, insurance, retirement, estate planning, money management, and more.... See More

Savvy Outcomes offers fee-only services and comprehensive advice. We provide financial education for our clients in order to ‘build wealth through knowledge. Specializing in helping HC Professionals, Women, and Young Couples shape their financial future while living a savvy lifestyle, our only mission is to serve our clients and help them reach financial freedom.... See More

Darin R Shebesta, Jackson Financial Advisors

Scottsdale, AZ 85258

Phone: .Cell: .

At Witnauer Sloan & Associates, LLC, we work as partners with our clients to help them navigate the three critical stages of wealth:

1) the accumulation of capital for retirement,
2) the management of this capital to ensure it will last a lifetime, and
3) the tax–efficient transfer of remaining wealth to beneficiaries.

The mission of our firm is to provide intelligent, informed, independent, and reasonably priced investment, retirement and estate planning advice.... See More

Holistic retirement planning. We reveal the rules so you can win! We educate then facilitate. Learn about the five areas that most affect your life in retirement. With over 17 years serving clients, we are her to help with; Lifelong savings, Medicare, and creating a comfortable retirement.... See More

We proviced comprehensive financial planning and coordination services. Including investment, retirement, estate and tax planning. We are a resource for our clients seeking objective guidance. We are fee only and do not sell any products.

Fee-only
Investment Advisory
NAPFA Registered Advisor
Certified Financial Planner
Comprehensive Planning
Portfolio construction
No commissions
Fiduciary

Fee only comprehensive financial advisors that also have tax, investment,estate planning and trust services available.

Lucas Wennersten
Specializing in Canadians making the transition to the US (and back) and all Canada/US financial planning issues. My website contains a wealth of information on the topic at www.transitionfinancial.com

Randy Oldenburg, BA, BS, CFP
Camden Financial Management is a 25-year experienced, fee-only firm that works solely with individuals, addressing their investment management and financial planning needs. As opposed to the typical “team approach” where clients are relegated to a junior associate, Randy Oldenburg works directly with each client. Camden structures portfolios to each client's wishes. We do not implement cookie-cutter portfolios. We effectively structure client portfolios around clients' financial planning goals. Please give us a call to discuss your situation and needs and how we might be of help.... See More

Cornelius Van Zutphen, CFP, MS
Who We Are We are an independent, fee-only financial planning and asset management firm dedicated to the principle that advisors are compassionate fiduciaries to their clients.What We Strive To DoFinancial PlanningWe offer and strive to provide technically excellent, client-centered, holistic financial life planning focusing on the client’s aspirations. We strive to help clients clarify their life goals and add meaning to their money. Technically correct financial plans are more likely to fail when those plans are not aligned with the clients’ core values, beliefs and aspirations, while successful financial life plans integrate financial and emotional intelligence and resonate with the client’s will to meaning. The most successful financial planning clients are also those who recognize that facilitating change and goal achievement requires advisory relationships serving as collaborators and accountability partners. ... See More

Frank Presson, BA, CFP
This firm offers Comprehensive Financial Planning, believing that only by looking at the client's planning goals can insurance, investments, tax planning, retirement, estate planning, college planning or the other financial issues be effectively addressed. The firm does not undertake piecemeal planning functions.
The President of the firm, a CFP (c) - A NAPFA Investment Advisor, has gone through early retirement from a major corporation and moved the business to Tucson, AZ in 1994, from the Washington DC area (VA).
Presson Financial Associates, LLC provides comprehensive financial planning and implements planning goals as mutually agreed. Planning is done on an hourly basis and plan implementation is on an annual retainer.


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