I am a principal and co-founder of Wealthnest Planners, located in Chandler, Arizona. As a CERTIFIED FINANCIAL PLANNER™, I specialize in investment services, retirement planning, estate planning, tax planning and insurance. Email me or give me a ring if I can be of assistance, (480) 699-5275. Click here to read a full bio.

smart investing 2020

Making Smart Investments for Your Family

Raising a family is rewarding and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management skills. Juggling your time, priorities, and money now while planning for the future can be daunting. Saving now to send your kids to college,

Let’s Talk Executive Compensation Packages

Those perks may come with great responsibility. When you reach the executive level at an established company, you are offered some potentially significant rewards for staying put. Here are three common perks. Stock options. Your firm gives you an agreement by which you have the chance to buy the company’s stock at a set price

Why Couples Fight Over Money.

You see money one way, your partner sees it another. Don’t let financial disagreements take a toll on your relationship. Differences about money can cause friction in your relationship. That’s why a trusted, impartial financial advisor can be such a valuable intermediary when couples disagree about spending, savings, and investments. A financial advisor can address