Money Wise AZ
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Nancy and Cristina have a combined 42 years' experience advising clients near or in retirement. We assist those nearing or in retirement by putting together a retirement plan to ensure they have enough money to last during and through their retirement years. A full service firm, Money Wise has access to the entire universe of financial vehicles. We can help advise you with 401K rollovers, Legacy planning and much more.We are committed to developing a comprehensive and detailed plan which will address important issues such as longevity risk and market risk. We are unique in our planning because we also incorporate Social Security claiming strategies into the overall plan.We thank you in advance for allowing us to be a partner in your financial plan! All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Money Wise is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.
Money Wise AZ Technologies
Email Providers
Outlook
SSL Certificates
Media Temple SSL
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Microsoft Office 365
Hosting
Flywheel
Online Video Platforms
Wistia