We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being. Our team will work through the 5 key components of financial planning: Capital Accumulation, Risk Management, Retirement Planning, Tax Planning, and Legacy Planning to uncover your needs and understand your concerns.
With in-depth knowledge and expertise of financial solutions, we can organize and simplify your finances. We give you the ability to work with someone that has your best interest in mind and will spend more time working through the things you cherish most.
Fee Based Managed AccountsBrokerage AccountsTraditional/ROTH IRAs & 401k Rollovers401K PlansProfit Sharing PlanDefined Benefit PlanStocks, Bonds & Mutual FundsFixed & Variable AnnuitiesTaxed Deferred & Immediate AnnuitiesAlternative Investment Options529 Educational Accounts
Life Insurance PlanningLong Term CareInsurance Needs AnalysisKey Person Insurance
Income PlanningPortfolio ManagementTax-Advantaged Investment PlanningLife-Stage PlanningLegacy Planning
OneAZWealth@oneazcu.com | (877) 566-0517