Your Legacy. Grow it. Preserve it. Enjoy it. Protect it.
We’re here to help retirees and pre-retirees protect their financial future through custom, proactive financial guidance and estate planning.
Your Dedicated Guide to Navigating Financial Complexities
We are not just your wealth advisors; we're your financial sherpas, guiding you up the mountain during the accumulation phase of your wealth and assisting you carefully down during the distribution and legacy planning phase. Navigating the retirement process can be hard. We assist pre-retirees and retirees in navigating financial complexities by:
Demystifying
Retirement Plans
Navigating
the Retirement System Quickly & Efficiently
Analyzing
Retirement Benefits
Helping
to Ensure Money is Not Left Unaccounted For
Start the ascent into your retirement future. Meet with our financial team today!
Are you ready to embark on a journey towards retiring confidently? Then it’s time to take the first step by scheduling an appointment with our team.
Services to Help Maximize Your Financial Prospects
We advise on a wide range of financial services to help guide your financial life. Whatever your prospects; we’ll help you get there.
Income Planning
We help maximize your income by implementing a custom strategy to incorporate your various retirement savings accounts, investments, Social Security, defined benefit pensions and more.
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Investment Management
We draw from a virtually unlimited universe of investments in order to help maximize your returns and properly manage potential risks and expenses.
Tax Minimization Strategies
If not properly managed, taxes can significantly erode your long-term savings. We incorporate tax planning strategies into every decision we make on your behalf.
Legacy Planning
Incorporate planning into your comprehensive financial to leave a lasting financial legacy for those who matter most.
A Personalized Approach to Helping You Achieve Financial Stability
Our transparent process helps us build a personalized relationship with each and every client. We take time to get to know you and help inform you on all aspects of your finances. The result? A full understanding of all your options and the confidence of knowing you’re making well-informed financial decisions.
Our Process Includes the Following Steps:
Introductory Meeting
Map Out Your Goals
Custom Tailored Wealth Plan
Plan Implementation
Ongoing Monitoring
Receive Your Complimentary Longevity Financial Plan Brochure
Learn about our holistic approach to wealth and retirement planning – to get the most out of your life!
Making Headlines in the News
602-807-1411 • 17851 N 85th St, Suite 275, Scottsdale, AZ 85255
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Prospect Wealth Advisors are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.