Financial Planners Fountain Hills AZ

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Fountain Hills, AZ that can help answer your questions about Financial Planners.

David Rosenthal
Wealth Management Solutions
(480) 609-4334
8550 E Shea Blvd, Suite 130
Scottsdale, AZ
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Tax Planning, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Lisa Woodside
Focused Wealth Strategies, Inc.
(480) 214-9719
9375 East Shea Blvd., Suite 100
Scottsdale, AZ
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MST

Lawrence Friedrichs
Friedrichs Financial Alliance, LLC
(480) 962-4356
PO Box 21825
Mesa, AZ
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Dana Anspach
Sensible Money, LLC
(888) MY-RETIRE
8550 E Shea Blvd Suite130
Scottsdale, AZ
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Randy Oldenburg
Camden Financial Management, Inc.
(480) 998-7786
7337 E DOUBLETREE RANCH RD SUITE 282
Scottsdale, AZ
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BA, BS, CFP®

John Bagley
Strategic Wealth Advisors, LLC
(480) 998-1798
8426 E. Shea Blvd.
Scottsdale, AZ
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Connie Brezik
Asset Strategies, Inc.
(480) 607-7445
8570 East Shea Blvd., Suite 140
Scottsdale, AZ
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, PFS

James Schwartz
Strategic Wealth Advisors, LLC
(480) 998-1798
8426 E. Shea Blvd.
Scottsdale, AZ
Expertises
Women's Financial Planning Issues, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

David Fernandez
Wealth Engineering, LLC
(480) 296-2042
7337 E. Doubletree Ranch Rd., Suite 282
Scottsdale, AZ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, High Net Worth Client Needs, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Neal Van Zutphen
Delta Ventures Financial Counsel, Inc.
(480) 924-5613
2855 E. Brown Road, Suite 5
Mesa, AZ
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Financial Psychology/Coaching, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina