Investing Advice Flagstaff AZ

Check out our beginner's guide to setting investment goals and organizing your portfolio.

John Stephens
TCI Wealth Advisors, Inc.
(928) 226-0868
150 W. Dale, Suite 1
Flagstaff, AZ
Expertises
Advising Medical Professionals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management, Advising Entrepreneurs
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA, MD

Mr. Thomas R. Pahler, CFP®
(928) 606-5172
1094 N Conifer Rd
Flagstaff, AZ
Firm
TRP Financial

Data Provided by:
Mr. Mark E. Frank, CFP®
(928) 774-4766
1016 W University Ave Ste 105
Flagstaff, AZ
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Bank of America - Flagstaff Mall Branch
(928) 526-2574
4550 N Highway 89
Flagstaff, AZ
Type
Banking Center
Services
Banking Center Services: Commercial Deposits, Night Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Multi-Check Deposit, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed

Wells Fargo - East Flagstaff
(928) 556-9872
2625 N 4Th St
Flagstaff, AZ
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Mr. Theodore Dwyer, CFP®
(928) 774-7679
2615 N 4th St
Flagstaff, AZ
Firm
Dwyer Financial
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Keith Todhunter-Schaafsma, CFP®
(928) 774-9598
809 W Riordan
Flagstaff, AZ
Firm
Ascendant Financial Solutions
Areas of Specialization
Investment Management

Data Provided by:
Mr. R. Michael Alvey, CFP®
(928) 637-6446
901 N. San Francisco St.
Flagstaff, AZ
Firm
Aspen Financial Strategies, LLC
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided by:
Chase Bank
(928) 779-7351
4830 N Hwy 89
Flagstaff, AZ
Type
Freestanding
Office Hours
Mon:8:30-5:00
Tues:8:30-5:00
Wed:8:30-5:00
Thurs:8:30-5:00
Fri:8:30-6:00
Sat:9:00-1:00
Sun:closed

Wells Fargo - Flagstaff Mall
(928) 526-7709
4650 N Hwy 89 D3
Flagstaff, AZ
Type
Branch
Office Hours
Mon-Fri 09:00 AM-07:00 PM
Sat 09:00 AM-05:00 PM
Sun Closed

Data Provided by:

Investing Advice

Provided by:

If you want your financial story to be a good one, learn from the craft of the storyteller: don't start writing until you've figured out the whole plot.

There are three aspects of financial "plotting" that you need to focus on:

  • Your goals
  • How you divide up your investments to pursue those goals
  • The role of diversification in pursuing those goals.
  • Money has been called the universal solvent, because it seems to solve all problems. Hmmm... not quite.

    It is true that goals, especially big, life-defining ones, depend on having enough of it at the right time. Money can't buy you love, as The Beatles pointed out, but it can buy you opportunity. So ask yourself what you hope to achieve in the next five, 10, 20, 40 years. Start an emergency fund? Get better disability or life insurance? Go back to school? Put a down payment on a new house? Change careers? Get married? Send your kid to college? Travel to Africa? Retire early? All of the above? Just how expensive do you plan to be?

    What Do You Have?

    And now compare the future dream with the current reality. First, you need to get a handle on what you've already got. Estimate both your net worth and your net income/expenses. Your net worth, what accountants call a balance sheet, compares your assets (what you own) with your liabilities (what you owe). It's a snapshot of your financial condition at a specific time. Your net income/expenses helps you see your monthly disposable income - the income you have left over after paying all necessary expenses. And that tells you how much you can afford to contribute to your financial goals each month....


    Click here to read the rest of the article at YoungMoney.com.