Investment Management Firms Sun City West AZ

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

David Fernandez
Wealth Engineering, LLC
(480) 296-2042
20325 N. 51st Avenue, Suite 134 (bldg 5)
Glendale, AZ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, High Net Worth Client Needs, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Robert Burger
Perspective Financial Services, LLC
(602) 635-1313 or 235-0336
1440 E. Missouri Avenue, Suite 250
Phoenix, AZ
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Hourly Financial Planning Services, Ongoing Investment Management, Middle Income Client Needs, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Ronald A. Blauvelt, CFP®
(623) 933-4310
13912 W. Stardust Blvd
Sun City West, AZ
Firm
Life Specialists, Inc.

Data Provided by:
Mr. Kerry Wesley Tanner, CFP®
(623) 975-2881
13540 W Camino Del Sol
Sun City West, AZ
Firm
Independent Financial Group, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Brian E. Frick, CFP®
(623) 773-9099
13843 W Meeker Blvd Ste 105
Sun City West, AZ
Firm
Prime Wealth Advisors LLC

Data Provided by:
Matthew Murphy
Murphy Capital Advisors, LLC
(623) 872-3333
6751 N. Sunset Blvd.
Glendale, AZ
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Larriva
Perspective Financial Services, LLC
(602) 635-1313 or 235-0336
1440 E. Missouri Avenue, Suite 250
Phoenix, AZ
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Advising Medical Professionals, Planning Issues for Business Owners, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Paul D Axberg, CFP®
(623) 773-9099
13843 W Meeker Blvd
Sun City West, AZ
Firm
Invest Financial
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Richard W. Bolek, CFP®
(623) 975-2881
13540 W Camino Del Sol
Sun City West, AZ
Firm
Independent Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Data Provided by:
Mr. Paul J. Robinson, CFP®
(623) 249-5635
Sun City Grand
Surprise, AZ
Firm
Geneos Wealth Management
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
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Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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