San Tan Planning and Investments, PLLC. / Financial Advisor in Chandler, Arizona

James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provides professional wealth management and financial planning services to busy professionals, business owners and families.

Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning ETFs Family Financial Planning Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Middle Income Mutual Funds Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Sustainability Wealth Management Women's Issues Young Investors