Financial Advisors in Queen Creek, Arizona (Pinal County)

Bob Burger, CFP
Congrats! You have done your homework and recognize the benefit of working with a Fee-Only Financial Planner. Now, you need to decide which advisors to interview from the list provided by NAPFA. I think it is safe to say you will be well served by anyone on this list. So, how do you choose which advisor to interview and ultimately work with?
The advisors on this list have multiple things in common and a few differences.
We all subscribe to the Fee-Only model. We are all held to a Fiduciary Standard.
The primary differences are how we are paid, whether we insist (or expect) ongoing investment management and whether we have an account minimum.
We base all fees (financial planning and investment management) on an hourly rate rather than a percentage of assets under management (AUM). We believe financial planning and investment management compliment each other, but do not insist on managing your portfolio in order to provide a financial plan review. Because of the hourly model, we do not have an account minimum in place. Approximately 50% of clients who complete a financial plan with us continue to self-manage their investments.
Want to know more? Vist:www.disciplinedmoney.com
Email: Phone: ... See 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 neighborhood of Phoenix, we also work virtually with individuals for whom our offices are not convenient. As a fee-only advisor, Foothills is a member of NAPFA, the National Association of Personal Financial Advisors.... See 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 believe that professional, independent financial advice is something all Americans need, at least periodically, to build the brightest financial futures. We offer services on an hourly, as-needed basis. Our primary office is located in Schaumburg, IL. We also have offices in Chicago and Phoenix. Chicago appointments are scheduled on an as-needed basis, typically one day per week. And Phoenix? Cheryl started with quarterly visits to Phoenix and is now typically scheduling in-person visits during one week per month. Additional meetings are available virtually. ... See More

We're an advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your financial house into a financial castle.... See More

Our boutique investment advisory firm is dedicated to delivering tailored strategies that amplify your wealth potential. Backed by a team of seasoned experts, we offer a holistic approach that considers your unique goals, risk tolerance, and market trends. Whether you're aiming for short-term gains or long-term security, Infinity Investments is here to guide you with precision and care, and a goal of turning your financial dreams into reality.... 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

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

Phone: .Cell: .

Victor Hess, AEP, AIFA, CCPS, CFP, CIMA, CPA/PFS
Welcome! ButtonWood Advisors, LLC is a Tucson, Arizona fee only Registered Investment Advisory firm, offering financial planning and investment advice on an as needed hourly basis. This means we have no minimum account value. We are fiduciaries. As a fiduciary we place your best interest first. Even before our own. We owe no loyalty to any company or product. The only product we provide is advice. Our loyalty is only to you. ButtonWood Advisors, LLC adheres to the philosophy that there are three distinct financial phases of everyone's life. Building Wealth, Distributing Wealth, and Transferring Wealth all built on Protecting Wealth and all covered by the Umbrella of Taxation. Where as some advisors specialize solely in wealth accumulation, you can rest assure that ButtonWood Advisors, LLC is an expert in all phases of your financial life.We strongly believe in client's financial education. We believe that financial literacy will be the over riding aspect determining the degree of success our clients have in their financial life. Our website contains a wealth of information in the form of newsletters, articles, calculators, and research reports. We also offer online and worksite seminars to help keep you informed so you can make the best financial decisions.We believe that financial planning is more than just planning for your retirement. Financial planning directly affects your tax situation. You may not realize, but taxes are likely your largest single expense. We can help you lower your taxable income and get an immediate return on your investment.Contact us... See More