Financial Advisors in Sun City West, Arizona (Maricopa County)

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

Phone: .Cell: .

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

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

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

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

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

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

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 unprecedented level of personalized service and expertise.

Donald Burton,CFP® has over twenty years experience serving clients though many economic and market cycles offering comprehensive financial planning.
Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org & www.sipc.org Investment Advice offered through Burton Wealth Management, a registered investment advisor and separate entity from LPL Financial.

For a list of states in which I am registered to do business, please visit www.burtonwealth.com... See More

Fee-only Certified Financial Planner® Practitioner focused on assisting near-retirees, retirees and widows and widowers in achieving and maintaining financial security. This requires a holistic approach, meaning all facets of a person's financial life must be understood and addressed. It also requires working with the client's other advisors such as their legal, tax, and insurance advisors. Someone needs to coordinate and manage the various financial, tax, and legal issues facing a client, and that coordinator and manager is me.... 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 and your team (accountant, attorney, insurance agent, etc.) to ensure coordinated and seamless advice. If you do not already have a team in place, we assist in establishing relationships with other advisors where necessary. Please visit us at Xpertadvice.com to learn more about our philosophy and services. ... See 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” 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

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.

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