View the most unique financial advising offices in Arizona. From our open and modern layout to our state of the art golfing simulator. We provide the highest quality experience for out clients from the second they walk in the door. Not only unique but functional as well our offices provide us a space to entertain as well as hold several educational seminars throughout the year
We value educating or clients in as many ways as possible. That is why we have developed a full library of easily downloadable PDF’s for you to print or save to your home computer. These PDF’s touch on a large range of financial topics from 401k transfers to divorce preparation worksheets. All easily and readily available for you!
No single client or their situation is the same personally or financially. That’s why we at Wealthnest Planners use a very effective and specific process to assure we as advisors properly understand , communicate and execute your ideal financial game-plan.
Michael McGinley, CFP®
Kevin Foster, CFP®