Financial Advisors in Sierra Vista, Arizona (Cochise County)

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

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

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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Rebecca Chacko, BA, BS, CFP, MBA, MS
We are a comprehensive financial planning and investment advisory firm. We offer The Connect the Dots Process™ to help you connect all the essential elements in preparation for a successful retirement. Created by Chacko-Hertz Financial Solutions, The Connect the Dots Process™ will help you save money, protect and nurture your family, and achieve your goals. We seek first to understand your values, goals, objectives, and time frame. We then develop and implement - with your active participation - a plan of action best suited to achieving your financial and life goals. To begin creating a comprehensive plan, we offer a complimentary and valuable discovery process to help more clearly assess your current situation, develop a powerful vision for your future, and to help you find out if our process is right for you. To explore this opportunity, please contact Rebecca Chacko.... See More

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

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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