Financial Advisors Phoenix, AZ

Farnam Financial is a financial services company that designs powerful retirement income strategies for clients who are nearing or are currently in retirement. Services include investment management, retirement planning, tax planning, and income planning. Farnman Financial’s certified financial advisor adopts a comprehensive approach to financial planning, which enables clients to preserve more of their earned income.

To learn more about Farnam Financial, read our full review.

The firm considers factors that influence the success of each client’s financial plan with before and after comparisons to show improved results. The retirement income plan goes through three retirement readiness tests. The retirement income plan must pass all tests before the financial advisor knows it will work across various market cycles. This testing provides the client with evidence-based planning they can be confident will be successful.

Financial planning programs at Sensible Money are called Juicing because advisors help clients “squeeze” every bit of income from existing sources. The Juicing Plan is the firm’s financial planning service. Juicing PLUS is for graduates of the Juicing Plan who have at least $1 million in investable assets. PLUS is a full suite of financial planning services with advice for anything to do with money to stay on top of the client’s financial life. Either plan is available in person or via phone and internet.

The Juicing Plan runs from $1,000 to $12,500, with the typical price of $6,900. Juicing PLUS fees are based on a percentage of $1 million in managed assets with a $12,500 minimum. Sensible Money’s Juicing Plan is for people with any size portfolio, but the typical client is around 50 years old with $1 million in assets.

Heirloom Financial Services does not sell any products or receive commissions. The firm provides three levels of financial planning. Clients can meet with a financial advisor for a one-time plan, in-depth financial plan or on an hourly basis.

The One-Time Plan from Heirloom Financial Services involves three meetings to develop a financial plan, ending with steps to implement the recommended strategies. Advisors work with Comprehensive Financial Planning clients throughout the implementation process. The financial plan gets modified as needed over the years.

The hourly a la carte planning is a virtual or in-person meeting to answer questions or go over financial concerns. Clients receive a written summary, recommendations and action items within two days. Clients may ask follow-up questions via email for 30 days.

Heirloom Financial also offers investment management services for a fee based on a percentage of assets. The One-Time Plan cost depends on how complicated the client’s financial situation is, with a $2,500 to $10,000 price. Comprehensive Financial Planning fees cost $1,500 to $5,000 upfront, plus a monthly $250 to $700 charge for ongoing services. Hourly financial planning is $250 per hour with a typical $500 cost.

Foothills Financial Planning has been offering financial advisory services in Phoenix since 2008. The firm operates independently and sells no financial products and receives no commissions. Financial advisors at Foothills Financial Planning work with individuals, families and business owners with no stipulations for net worth. The firm has many virtual clients who live outside of Phoenix.

Foothills Financial Planning offers assistance with investments, risk management, financial and retirement planning. Clients can use the Foothills Financial Dashboard to organize a budget and track spending and investments. Financial advisors work with clients in the Wealth Management or Wealth Building packages. The firm provides investment management services.

Wealth Management is ongoing assistance from a financial advisor for people who want to grow their wealth. Wealth Building is also a continuing program with a financial advisor for Gen X and Gen Y professionals in the early stages of building wealth.

Foothills Financial Planning’s fees are based on a percentage of managed assets. The rate is a bit lower than the average in most cases, leaving more money in the client’s pocket. The minimum fee for ongoing financial planning services is $1,250 per quarter or $5,000 per year. Hourly or project-based financial planning is available for $300 per hour. Projects require a $500 deposit or 50% of the estimate paid upfront, whichever is lower.

Bayntree Wealth Advisors’ primary goal is to help clients achieve financial security via growth-maximizing strategies combined with wealth preservation. Financial advisors seek to set the firm apart with a commitment to the highest standards of integrity with no conflicts of interest.

Bayntree’s Income Planning program creates a financial road map for clients so they can retire with the lifestyle they’ve envisioned. Financial advisors prepare a tailored, comprehensive income plan by working side-by-side with clients to review assets, income and retirement goals. Bayntree Wealth Advisors also offers investment management, tax planning strategies, insurance analysis, asset protection and estate planning.

The firm charges hourly, fixed or monthly fees for financial planning. These fees are $250 per hour, a fixed fee up to $5,000 and monthly subscription costs up to $200. Subscriptions require a one-year commitment. Investment management clients pay a percentage of assets under management for the service.

Continuum Wealth Management, LLC provides customized financial planning and investment advisory services. The firm works with individuals and families to furnish personalized investment advice and financial planning. Continuum works with clients on an ongoing basis to maximize net worth over time.

Each client receives a customized investment portfolio based on their goals and values. Continuum’s financial planning varies from client to client but may include college funding, risk management, retirement income distribution options, wealth preservation and many other financial concerns. Retirement planning coordinates all financial resources, such as Social Security, pensions and investments, while addressing tax efficiency.

Investment management clients pay a percentage of assets under management with a $7,500 annual minimum. The fee for a financial plan ranges from $5,000 to $10,000. Clients who need additional financial advice pay $250 per hour.

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