Preparing for one's financial future is not only an enormous task, but it can be a complicated one. Tom has nearly 20 years of experience in managing assets, in this time he has learned that we cannot control the stock market, however through proper asset allocation and communication we can manage your expectations.
It takes time, patience and discipline to build your Financial Plan and achieve your Life Goals. If you are in retirement, or nearing it, losing large sums of money is simply not acceptable. We provide comprehensive financial planning in the context of a long-term partnership with you.
It takes time, patience and discipline to build your Financial Plan and achieve your Life Goals. If you are in retirement, or nearing it, losing large sums of money is simply not acceptable. We provide comprehensive financial planning in the context of a long-term partnership with you.
Services
After 19 years working in income planning, wealth management and income and estate planning, for both pre and post retirees, Tom Fischer knows a thing or two about systemized processes that can lead to a successful retirement. His personal approach is unique and begins with acknowledging life's "critical financial events."
Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship - one where I can help you achieve your financial and lifestyle goals. Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
We have chosen to work in partnership with Nova Financial & Insurance Services to ensure we can offer our clients financial planning advice and solutions second to none. NOVA Financial, LLC dba NOVA Financial & Insurance Services, is committed to providing its clients with sage and sound investment advice.
Regardless if you are investing your money or spending it, there is no doubt every decision you make in this new economy needs to be smart as well as efficient. There is simply no room for error at this point in your life. It's why our systemized process here at Arizona Financial Plan is built on discipline and predictability.
There is more to investing than meets the eye. Not only does it require a well thought-out strategy, that same strategy needs to be consistent with your overall Financial Plan AND your Life Goals. At Arizona Financial Plan, we pride ourselves on managing your investments as an important part of your overall financial well-being.
Reviews (3)
Alexis
Feb 03, 2018
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John C.
Apr 12, 2014
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I met with Tom and after speaking with him I found that he is completely on top of his game in the financial world. He is also genuine, knowledgeable, sincere, capable, understanding, and a fabulous listener (a rare commodity in today's world).
To find someone who knows numbers is a good thing. To find someone who is personable in today's business world is unordinary. And to find someone who has both of those attributes all under one roof is exceptional.
Tom is the right guy to know if you need sound financial advice. Just sit with him for 30 minutes and you'll agree.
To find someone who knows numbers is a good thing. To find someone who is personable in today's business world is unordinary. And to find someone who has both of those attributes all under one roof is exceptional.
Tom is the right guy to know if you need sound financial advice. Just sit with him for 30 minutes and you'll agree.
William E.
Mar 03, 2011
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