Paul Marascalco

Aspen Wealth Planners LLC

Portfolio analysis is a key component of financial planning. It involves reviewing an individual’s current investments and providing portfolio recommendations tailored to the individual’s specific goals and circumstances. As part of this process, tax planning and preparation should be considered to ensure that the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is another important element of portfolio analysis, with the aim of ensuring that adequate coverage is in place for both present and future needs. Goal setting is an essential aspect of any comprehensive financial plan. Financial planners should work with clients to identify their long-term objectives, map out realistic steps to achieve those goals, and track progress against these benchmarks. Cash management and budgeting are two further facets of financial planning which provide guidance on how to save and manage funds on a daily, monthly and yearly basis in order to achieve financial success. Retirement planning is also a fundamental component of any financial planning strategy. It involves assessing current resources and determining appropriate strategies to ensure sufficient resources are sufficient to meet retirement goals. Tax-efficient charitable giving and college funding are other areas that should be included in a comprehensive financial plan. Both of these strategies can help to maximize the benefits of financial resources for both the recipient and their loved ones.

My Portfolio Guide

My Portfolio Guide is a Registered Investment Advisor that ensures conflict-free advice. We are devoted to reducing your investment expenses and fees by at least 25%. This applies to both self-directed investors who may not be aware of hidden costs, as well as those who have an advisor. Our service is tailored to meet your needs and risk tolerance. We take an in-depth look at your overall financial situation, including assets that are not managed by us. We offer a free initial portfolio review and analysis, so you can see how we can help you save money and improve performance. Our approach is far from the typical "buy and hold" mentality - we actively monitor your portfolio.

Financial Planning Unlimited

At Financial Planning Unlimited, we can assist you in mapping out a personalized, flexible retirement plan that can put you on the path towards a financial future that allows you to enjoy the benefits of your hard-working years. Some of the ways we do this: Comprehensive Financial Plans, Retirement Planning, College Planning, Wealth Management, Review your Medical, Disability, & Life Insurance, Estate Planning, Asset Protection,  Company Retirement Plans,  Portfolio Analysis, Tax Preparation & Review plus more... Give us a call at (602) 274-0371 to assist with planning the best tax strategy along with help in developing and implementing an investment plan suited for your needs.

Noel Cajigas - Private Wealth Manager

Financial planning is the process of creating a plan to meet your long-term financial goals. It incorporates various aspects of personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how much money you’ll need to save for retirement and determining when you will be able to retire. Investment management involves analyzing and selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your risk and maximize potential returns. Lastly, alternative investments are investments that fall outside the traditional stock, bond, and real estate categories and offer potentially higher returns, but also come with higher risks. Creating a comprehensive financial plan can help you make informed and effective decisions about your money. Working with a professional financial advisor can be a great way to get started with financial planning and develop long-term strategies to reach your goals.

IHP Advisors

Every investor has a different attitude when it comes to risk and reward, and this often doesn't depend on age. IHP Advisors provides a Risk Number® to objectively measure an individual's risk tolerance and the risk in their portfolio. This is a more effective way of discussing risk with investors than subjective terms such as "moderate" and "aggressive".IHP Advisors is a team of experts who specialize in helping investors make informed decisions about their investments. Their services include providing an objective measurement of risk tolerance based on a Risk Number® calculation, which is designed to give investors a better understanding of the risks associated with their portfolios. They also offer sophisticated portfolio analysis tools to help investors identify and manage potential risks.

Bishop Wealth Management LLC

An Independent, Unbiased, Registered Investment Advisory. We are in the business of creating, managing and preserving wealth. We build customized roadmaps to financial independence by optimizing the investment holdings in each client portfolio.  We use low-cost exchange-traded-funds (ETFs) with specific attributes to enhance portfolio cash flow, improve expected capital appreciation, and reduce anticipated volatility / risk. Benefits of working with us include a transparent, easy to understand, roadmap to financial independence. Cash-flow and capital appreciation forecast by month, quarter, and year; for your first 100 years of life. Management fees are capped.  No minimum account size.  All portfolios welcomed. Contact us for a complimentary portfolio analysis.

Empire Wealth Management

At Empire Wealth Management, we are committed to helping our clients create and implement tailored plans to reach their financial goals. Our team of experienced professionals reviews and analyzes investment portfolios to identify and eliminate hidden fees, ensuring that their accounts remain within the desired risk level. We strive to provide our clients with the best possible advice and services, allowing them to live comfortably on their own terms. We offer comprehensive wealth management solutions to our clients, including portfolio analysis and optimization, risk management, asset allocation, and retirement planning. Our specialists are trained to provide knowledgeable, unbiased advice, helping you make informed decisions that best suit your needs. Our goal is to help you achieve financial freedom and security, no matter what your financial goals may be.

Charles Schwab

Charles Schwab was founded on the idea that there must be a better way to manage wealth. Our core beliefs have enabled us to be an industry leader in providing personalized financial advice and retirement planning, world-class investment research, and a range of brokerage products and services tailored to the needs of our clients. We offer a variety of wealth management services, such as asset allocation strategies, portfolio analysis, tax-advantaged investing, and more. Our team of professionals is committed to helping individuals and families achieve their financial goals through comprehensive advice and guidance. We also provide complimentary workshops to help our clients understand investing basics and complex trading strategies.