Financial Advisors in Maricopa, Arizona (Pinal County)

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

Darin R Shebesta, Jackson Financial Advisors

Scottsdale, AZ 85258

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

At Witnauer Sloan & Associates, LLC, we work as partners with our clients to help them navigate the three critical stages of wealth:

1) the accumulation of capital for retirement,
2) the management of this capital to ensure it will last a lifetime, and
3) the tax–efficient transfer of remaining wealth to beneficiaries.

The mission of our firm is to provide intelligent, informed, independent, and reasonably priced investment, retirement and estate planning advice.... See More

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

Phone: .Cell: .

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.

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

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