I became a financial planner because I believe money is one of the best tools we have in life - but most people don't understand how to use it. I've spent the past 20+ years getting to know folks personally through their stories, then helping them navigate their financial journeys. Family is my priority in life, but I'm also a bit of a history buff; I admire historical figures like Ronald Reagan and Winston Churchill. In fact, my favorite quote comes from Reagan: "There's no limit to the amount of good you can do if you don't care who gets the credit." EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Hi, I am Mitch. I am a financial professional and I am here to help you grow and protect your money from the market rollercoaster and create a sound financial strategy for all stages of your life as well as for your children, and children children's future. Prior to my career in finance I was a successful aerospace engineer, and was leading the business development and engineering strategies of some of the most reputable aerospace and defense companies in the US and Japan. Even with a Masters in Aerospace and one in Business, I still have never had the formal education in successful personal financial planning and fell prey to some market downturns. I started researching the financial strategies of the wealthy and soon learned that there were strategies available to everyone that I could massively benefit from, live with peace of mind, retire comfortably and be able to build an inheritance for my family. I became so passionate about these strategies that I went ahead and completed the Financial Training required, and became a licensed financial professional so that I may help you and many others avoid the mistakes I've made 20 years ago, and help you plan your finances wisely. I am the President of Freedom Financial and Life, and I am looking forward to meeting you and showing you how to best diversify your finances while taking advantage of some strategies that will allow you to sleep better at night.
I specialize with business owners with $250,000 in assets that what to have there money grow without risk
Frank Financial Planning LLC is based in Chandler, Arizona. This vibrant community is home to both retirees who have relocated to the area and locals who are raising young families. Although our financial services are primarily geared toward those over age 55 who are looking to prepare for retirement -- and how to leave a healthy financial legacy for their children and grandchildren someday -- we are here for any Chandler-area residents who are interested in estate planning, regardless of age. While we specialize in estate planning and setting up wills and trusts for our clients, Frank Financial Planning LLC also offers tax preparation services. We began accepting tax and bookkeeping clients in 2013, and these departments are continually expanding to better serve Chandler families.
Making Sense of Investing
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