Discovering our own personal definition of retirement readiness is something we all work though sooner or later in life's journey. The question that often comes up is - what is it that people seek most during retirement? It's a straight forward question yet comes with a complex answer. People tend to just want the freedom and financial independence to do whatever they want to do after a lifetime of work and responsibilities.
This new and exciting journey is often about balancing a lifestyle of family, health, values, financial, leisure, and work. It's a time when the financial resources accumulated over a working career can be the differentiator in balancing retirement lifestyle choices. It's also a time when most people just don't want the stress of wondering how long their money will last and what it can buy.
This new and exciting journey is often about balancing a lifestyle of family, health, values, financial, leisure, and work. It's a time when the financial resources accumulated over a working career can be the differentiator in balancing retirement lifestyle choices. It's also a time when most people just don't want the stress of wondering how long their money will last and what it can buy.
Services
Norris Wealth Management, LLC is a small, independent, Fee-0nly investment advisory firm located in Phoenix, Arizona. Our firm specializes in profit sharing 401(k) Plans, also known as ERISA-governed retirement plans, for small to medium sized businesses. For individuals and families, NWM offers financial planning services.
NWM offers investment advisory services to individuals and companies through various non-affiliated investment advisors (third party money managers). Through personal discussions, about your goals, objectives, time horizon, tax situation, financial needs and risk tolerance, an appropriate asset allocation strategy is developed.
Alan Norris, CFP, AIF is the founder and owner of Norris Wealth Management, LLC, a Registered Investment Advisory Firm. Alan graduated from the University of Oregon with a Bachelor's degree in Finance and began his financial services career in 1989. Serving on the FPA of Greater Phoenix Board of Directors as President, Treasurer, Director of Ethics, and Director of Financial Planning Week.
We are committed to solid, long-term client relationships based on the fiduciary standard of a duty of loyalty, a duty of due care, and a duty of utmost good faith. Fiduciary relationships with clients are built on the guiding principal of "trust, but verify" and our goal is to continually earn that trust from our clients.
You have choices when selecting a financial advisor and it's easy to be confused by the terms "Fee-Only" vs. "Fee-Based". The degree of success in achieving planning goals or investment goals may greatly depend upon if the advisor is compensated by fee, commission, or a combination of both. When conflicts of interest arise it's generally due to an advisor receiving compensation that is in their best interest.
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