Best Financial Consultant Chandler Near Me

4worldlovers: The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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4worldlovers: StoneCrest Wealth Management, Inc. is a privately owned Registered Investment Advisor (RIA) based in Chandler, Arizona.

4worldlovers: Retirement planning services help individuals and couples plan for a comfortable retirement.

Income planning services help individuals and families to understand how much income they will need to maintain their desired lifestyle. This service can help to create a budget and plan for unexpected expenses. It can also help to set up a savings plan to reach financial goals.

Our investment advice service is a type of financial service that provides recommendations and advice to clients regarding investments and investment strategies.

Tax planning is the process of looking at your financial situation from a tax perspective and making decisions that will minimize your tax liability. This can include things like maximizing your deductions, minimizing your taxable income, and choosing the right tax filing status.

J. Martin Wealth Management guides our financial planning clients to prepare for their retirement journey and oversees their success throughout. To protect and preserve your nest egg, we utilize a variety of wealth management strategies that seek low risk and low volatility. As a firm and as a financial advisor, we focus on financial planning services including, investment management, retirement income planning, tax planning, and wealth management. These planning services are seeking wealth preservation and optimizing distributions in retirement.

4worldlovers: I am fortunate to have started investing when I was 18 years old. My grandfather took me under his wing and showed me the ropes. When I joined Edward Jones in 2012, my passion intersected with my career and I became the happiest person to ever go to work. I work hard to understand the unique needs of my clients, prepare personalized financial strategies and help my clients stay on track. Over the last eight years, my clients have become like friends and family. We do regular educational seminars, dinners and events to show our appreciation.

I have three kids and we enjoy playing sports, paddle boarding and camping. In the age of social media, movies on demand and door dash, we strive to keep our kids in touch with the real realities of the word. We frequently do community service projects and fundraisers with Kiwanis of Chandler to help the families and youth in our community.

I came from humble beginnings in rural New Mexico and built a practice here in Arizona. I like to think my grandfather would be proud! He once told me, “It takes multiple generations to create true wealth, don’t screw it up.”