WILL YOU BE DOING ANY OF THE FOLLOWING THIS YEAR?
IF SO, DO YOU KNOW THERE ARE MANY WAYS OF REDUCING YOUR COSTS WHILE STILL ACHIEVING SUPERIOR RESULTS?
PERSONAL FINANCIAL MAVENS CAN HELP
With Expert Advice From A
CPA, Certified Financial Planner®, Registered Investment Advisor Rep, Licensed Insurance Producer, MBA
All These Services for Only One Low Monthly Fee
Taxes - Prepare Annual Form 1040
Financial Planning - Full Financial Plan and Regular Updates
Investments - We Will Develop A Personalized Investment Plan For You
Insurance - Help With The Purchase of Life, Health, Auto, and Home Insurance
Major Purchases - We're By Your Side When You Buy A Car or Other Major Purchase
928-474-1437
Fee Only - Never a Commission
We are so sure that you will be pleased with our service we are making an extraordinary guarantee. If, after three months you do not want to continue our service, we will refund 100% of all payments you have made.
How Do Our Fees Compare?
Click To See
- Planning For Your Future
- Saving For Retirement
- Purchasing Stock or Other Investments
- Investing in a 401(k) or IRA
- Buying an Annuity
- Saving for a Child's Education
- Buying Life Insurance
- Buying Health Insurance
- Buying Auto or Home Insurance
- Buying a Car
- Re-financing Your House
- Buying a Certificate of Deposit
- Filing a Tax Return
IF SO, DO YOU KNOW THERE ARE MANY WAYS OF REDUCING YOUR COSTS WHILE STILL ACHIEVING SUPERIOR RESULTS?
PERSONAL FINANCIAL MAVENS CAN HELP
With Expert Advice From A
CPA, Certified Financial Planner®, Registered Investment Advisor Rep, Licensed Insurance Producer, MBA
All These Services for Only One Low Monthly Fee
Taxes - Prepare Annual Form 1040
Financial Planning - Full Financial Plan and Regular Updates
Investments - We Will Develop A Personalized Investment Plan For You
Insurance - Help With The Purchase of Life, Health, Auto, and Home Insurance
Major Purchases - We're By Your Side When You Buy A Car or Other Major Purchase
928-474-1437
Fee Only - Never a Commission
We are so sure that you will be pleased with our service we are making an extraordinary guarantee. If, after three months you do not want to continue our service, we will refund 100% of all payments you have made.
How Do Our Fees Compare?
Click To See
Personal Financial Mavens, Inc. is a Registered Investment Advisor - Licensed in Arizona
