One of Chandler, Arizona's Leading Planner & Advisor in Retirement, Financial and Investment Management. We leverage over 16 years of experience to provide successful and independent financial advice with our CFP certification recognized as the highest standard in the Personal Financial Planning.
Smart financial planning - such as budgeting, saving for emergencies, and preparing for retirement - can help households enjoy better lives while weathering financial shocks.Financial education can play a key role in getting to these outcomes. Financial literacy is an issue that should command our attention because many Americans are not adequately organizing finances for their education, healthcare and retirement.
Smart financial planning - such as budgeting, saving for emergencies, and preparing for retirement - can help households enjoy better lives while weathering financial shocks.Financial education can play a key role in getting to these outcomes. Financial literacy is an issue that should command our attention because many Americans are not adequately organizing finances for their education, healthcare and retirement.
Services
Our retirement planning and financial advisors are highly trained Certified Financial Planners (CFP) that specialize in developing and managing strategies to maximize your wealth and financial independence. Unlike the banks, we don't sell you glorified services; we build them. Our financial advisors can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
Your investment and financial plan should revolve around you. Our financial planners strive to truly understand your goals and objectives, then build a highly sophisticated plan to meet your needs. Retirement, or Financial Independence, is the primary reason that people save money. It is critical to know how much you will need and when you will need it in order to know how much to save.
Are you interested in learning how a tailored approach to financial planning can help you address some of your most pressing financial challenges? Our financial advisors at Annuity Strategic have compiled a few case studies at different life stages to help illustrate how, through successful financial planning, we have helped others achieve financial success.
This narrative below is fictitious and is presented for illustrative purposes only. The information provided here should not be construed as Financial Advice. Please schedule an appointment with us so that we may assess your personal financial situation and present a customized solution for your specific situation.
This narrative below is fictitious and is presented for illustrative purposes only. The information provided here should not be construed as Financial Advice. Please schedule an appointment with us so that we may assess your personal financial situation and present a customized solution for your specific situation.
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