Watermark Wealth Strategies cares about your retirement plan just as much as you do. We understand that retirees face many important decisions that can affect their long-term financial well being. We make it a priority to stay educated on current market trends, investment products and tax laws, as well as keeping you informed and appraised of the many variables that can impact your financial success. It is our mission to help you navigate the winding road to retirement by acting as an educated guide.
We are a full service Independent, fee based financial planning firm. Specializing in written financial plans, wealth management, wealth accumulation, and estate planning. Through our proven process we help you clarify your financial goals, then create a plan to reach them and ultimately implenment the plan and its moving parts into place. Finally and most important we constantly review your plans and goals and change and adapt as your needs change. Change is always a part of our clients lives. We feel that long term relationships are mandatory, and are interested in constanly reinforcing our relationship with you, your family, and your business. Short term transactions are not our specialty. If you are nearing retirment please download my free "Retirement Readiness Kit" at www.TomFischerpresents.com
The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Chandler is here for you, serving Phoenix and points south, including Mesa and Gilbert. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Alliance Financial, LLC is an insurance and financial services company focused on retirement income strategies and estate preservation.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Chandler, AZ area, Rick Martinez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
StoneCrest Wealth Management and our affiliates have been providing trusted investment management and financial planning services to high-net-worth individuals and business owners since 1987. Based in Chandler, Arizona, we provide comprehensive wealth management to a select group of clients. As a Certified Financial Planner™ professional, Casey is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board's Code of Ethics. The Rules of Conduct require CFP® professionals to put client interests ahead of their own at all times, and to provide their financial planning services as a "fiduciary"--acting in the best interest of the client.
