Unexpected events happen to all people at some point in their lives. Given the uncertainty we all face, you must protect yourself, your family, your assets and your money. As a fundamental feature of financial planning, risk management solutions in Phoenix can help you prepare for the curves life may
Today, many middle-aged people find themselves part of the “sandwich generation.” You are supporting your children, who are still either in the home or in college. Plus, you and your spouse may be faced with providing costly care to one or more aging parents. According to a study conducted by
Many investors do not understand the term “fiduciary” or even whether their financial advisor adheres to a fiduciary standard. Investors often believe the most important qualifications for a financial advisor are education, experience, likeability and trust. Although these are vital attributes, working with an advisor who provides fiduciary management is
As Alzheimer’s disease increasingly plagues the elderly, financial management becomes crucial before this disease or any other incapacitating illness affects a person’s ability to make sound decisions. Creating a power of attorney is a common tool families use to help an elderly person manage his or her financial assets. However,
Although some minor differences in wording exist among the various legal descriptions of fiduciary relationship, the term’s meaning remains the same. Here are some definitions from a few well known sources: com Dictionary – A fiduciary relationship refers to an affiliation in which one person places complete confidence in another
Going through a divorce is a complicated, emotional process for both spouses. To avoid making the wrong financial decisions that could negatively impact your family for years to come, you should seek financial consulting in Phoenix as early as possible. Outside consultants can provide the objective financial advice you need
Many financially savvy people like managing their own finances. Some want to be in control. Others don not want to pay the fees for financial management in Scottsdale. However, professional money management can provide valuable guidance that protects and grows your wealth. Here’s how working with a fiduciary financial advisor
Your financial advisor always has your best interests in mind, right? Not necessarily. It depends on whether they operate under a fiduciary duty or suitability standard. According to current law, a financial advisor operating under the suitability standard is only required to ensure an investment is “suitable” for you. As
Although it may seem unlikely those in the highest tax brackets need to worry about monthly budgets, everyone, even the wealthiest among us, can benefit from financial planning and working with financial planners in Phoenix. High net-worth individuals and their financial advisors may focus their efforts on portfolio management, tax
Event Set to Educate Attendees about the Legal and Financial Issues that May Arise After Death Phoenix, AZ (November 03, 2015) – WealthTrust Arizona, a provider of wealth management and financial planning solutions, announced it will be host its Fall 2015 workshop on Tuesday, October 20, 2015 at 6:00 p.m.
We are available to service anyone in the United States and our primary customer base is from Arizona and the Southwestern US and in particular: Scottsdale • Paradise Valley • Phoenix • Chandler • Mesa • Tempe • Surprise • Glendale • Cave Creek • Peoria • Tucson • Sedona. Advisory services offered through WealthTrust Arizona, a registered investment advisor. WealthTrust Arizona does not engage in the trust business in the state of Arizona or in any other jurisdiction. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.