WHAT I DO: I help individuals age 60+ prepare retirement income and end of life plans so you achieve the goal of enjoying retirement without the worry of outliving your savings while leaving your loved ones with a legacy you're proud of simply by walSee More...
Foothills Financial Planning is a Phoenix-based licensed Investment Advisory firm that provides individuals, families, and business owners with fee-only financial planning and wealth management services. Although we are based in the Ahwatukee neighSee More...
Cheryl Krueger, BS, CFP
Growing Fortunes Financial Partners LLC specializes in providing financial planning services and investment advice to an often-overlooked and underserved market: Middle-income individuals and families. At Growing Fortunes, we ... 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 o ... See More
John Bagley, CFP, CPA, MBA
We are an independent, fee-only coordinated wealth management firm dedicated to meeting your needs. We view each client as unique, with circumstances and financial needs that require customized planning. We work with you an ... See More
Jason Lilly, CFA, CFP, MBA
Burton Wealth Management is a comprehensive financial services firm committed to helping you improve your long term financial success. Our customized programs are designed to help grow, help protect and help conserve your wealth by delivering an unprSee More...
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& ... See More
Darin R Shebesta, Jackson Financial Advisors
Scottsdale, AZ 85258
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 perSee 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, MedicarSee More...
James Sweeney, CFA, CFP, MS
Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as Mesa, Arizona and virtually t ... See More
Jon Ford, BA, CFP, MA
As a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service. We sell n ... See More
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Certified Financial Planner
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