Overcome The Fear Of Investing Flagstaff AZ

Afraid you'll make a mistake? Afraid of the jargon? Afraid you need the money now? The experts once were amateurs, too. With their advice, you can take the plunge.

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

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:
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 - 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:

Overcome The Fear Of Investing

Provided by:

At some stage, most of us put off investing. We know we should do it. But it seems so complicated. And sometimes the payoff feels a long way off. But don't wait. "In my first job at Working Woman magazine, I earned all of $11,000 a year," recalls Jean Chatzky, "NBC Today" show financial editor and author of "Make Money, Not Excuses."

"I was living payday to payday. Money was a nuisance, a worry, a strain." And Ms. Chatzky did a lousy job of managing it. "Not only did I neglect to pay bills, I racked up credit card debt equal to half a year's salary," she says. She let her first 401(k) retirement account wallow in low-earning money market funds. And when she left her employer, she didn't know to move the $2,000 that had accumulated into another retirement account - an IRA - or she'd be penalized and taxed. She cashed out and paid the taxes. "I bought a few new outfits with the rest," Ms. Chatzky says. She wishes she'd invested that money: "I've run the numbers. It would be worth a significant five figures."

That doesn't have to happen to you. Frederick Kobrick, a leading money manager who wrote "The Big Money: Seven Steps to Picking Great Stocks and Finding Financial Security," says, "It can be like riding a bicycle. At first it looks almost impossible to a child. But we are all born with a sense of balance and just have to learn to use it." It's easy to start investing at any age. ...


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