Best Financial Planner Tempe Near Me

4worldlovers: Advisory Services offered through Johnson Financial Advisors (JFA). Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. JFA and SAI are unaffiliated.

4worldlovers: Larson Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where LarsonWealth Management and its representatives are properly licensed or exempted. This website/information has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. No advice may be rendered by LarsonWealth Management unless a client services agreement has been properly executed. This website/information should not be construed as legal or tax advice, nor is it intended to replace the advice of a qualified attorney or tax advisor.

4worldlovers: The registered representative listed on this website is licensed and registered in the following states:

We are licensed to sell Insurance Products in AZ, CA, PA, VA, FL, IA, IL, NM, NE, MT

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Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

4worldlovers:
Noah is a highly successful 47-year-old professional who has risen through the ranks in his career. He is happily married with three children. He and his wife, Sophia, managed their own finances until their personal and professional lives became too busy and complex to keep up with the constant changes in the stock market, tax planning, education planning, and retirement planning.


Noah wanted to build a team of trusted advisors to help them make the best financial decisions possible so they can achieve their biggest goals, including college funding, home improvements, and retirement. Longer-term, they want to raise their kids to be money mature and prepared to inherit the legacy Noah and Sophia desires for them and their grand-children.

Noah and his wife especially value the time, energy, attention, and the occasional nudge to get things done. They realize that what they were missing was the compassionate and comprehensive way the team helps them align all aspects of their financial lives. Their own experience gave them the confidence to refer friends and family.

With Noah’s desire to delegate and turn things over to a “team”, while at the same time stay engaged and educated about their finances, our firm’s comprehensive and team-based approach to planning have become core components of their success and ease.

Maria (56) and David (60) recently retired. Up to that point, they had worked with what seemed to be a revolving door of investment brokers. But when they faced retirement, they quickly realized they did not know what they did not know and were ready for some consistency in their financial team. They wanted highly knowledgeable trusted partners with a comprehensive focus.

David was a chemical engineer for 30 plus years and now teaches part-time online. Maria, who is a Ph.D. in educational psychology with a master’s degree in economics, worked as a director of education for 25 years. At retirement, Maria felt they needed to work with a professional financial planner, and David came to whole-heartedly agree. After all, they really did have places to go and people to see with travel plans all over the world.

Childless, they recognized they had plenty of capital and lifetime incomes but were unsure of the estate plans they’d put in place 15 years earlier. They wanted to know how much they could spend on travel, gift to charities and relatives, and explore how to fairly distribute their estate at death. They wanted a viable and exciting retirement lifestyle plan. With their 401(k)’s and 403(b) plans now all rolled into one IRA for each, they were surprised by how much they had accumulated. They found that getting their financial house organized immediately relieved a lot of stress, and the professional management and insights they received were added bonuses.

After years of being tossed around from one broker to another, of unreturned phone calls and canned advice, they felt a sense of gratitude for the personally tailored and comprehensive care they started receiving from our office.

Maria and David felt like they finally found what they had been looking for in a relationship with an advisor – someone they could trust and have a high-touch relationship with that could serve them for years to come.

Lauren came to Intrinsic Wealth Counsel through a trusted mortgage planner we often work with. She left the advisor she was previously with because his focus was sales, not the advice she needed. She especially values that we operate as a team, and that we never place our client’s investments in anything we would not invest in for ourselves or our families.

After her first husband died some years prior, she is now happily remarried. They keep their money separate; she is wealthy, but her husband has yet to accumulate a great deal of wealth. When Lauren chose us as her trusted financial advisors, she was in the process of retiring. She wanted comprehensive planning with a team she could trust to listen to her unique goals and concerns, so she’d know her loved ones would be taken care of should anything happen to her.

We helped her make sense of her assets and income streams to minimize taxes with a suitable distribution strategy mix between taxable and qualified accounts. We collaborated with her CPA to tax-efficiently step away from annuities that did not fit her needs or goals.

4worldlovers:
Sees your financial journey much like a small stream; a committed voyage comprised of twists, turns, and rapids,

And areas that are deep, shallow, or dry. On the journey down your financial