receiving an inheritance in arizona

Talking with your Adult Children about Inheritance

Uninformed heirs often make poor financial decisions with the assets left to them, leading to unnecessary taxes, pointless attorney fees, overspending, family disputes and much, much more. Generational wealth planning can keep your hard earned money in your family where it belongs and keep your parental wishes intact. Recommendations to prepare your children for financial

Arizona employee stock purchase plans ESPP

Employee Stock Purchase Plan | ESPP

Employee Stock Purchase Plans (ESPP) are company administered benefit programs that offer employees the opportunity to purchase common stock in their company, typically at a discount. Advantages of an ESPP Discount offers an incentive to save/invest Convenient contributions through payroll deduction No commitment to purchase a specific number of shares The discounted purchase price of

comprehensive wealth manager chandler arizona

What is a Comprehensive Wealth Manager?

A comprehensive wealth manager can handle all of your financial needs no matter what your life stage; they offer expertise in a variety financial specialties: Investment Services Retirement Planning Estate Planning Insurance Tax Planning Integration:  Advantage of a Comprehensive Wealth Manager An advantage of working with a truly Comprehensive Wealth Manager is that a single