Saving And Investing Plan Flagstaff AZ

Starting a savings plan involves setting goals and finding new sources of income.

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:
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

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. 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:
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:
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

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

Data Provided by:

Saving And Investing Plan

Provided by:

It's easy to get excited about picking stocks and building a portfolio. But coming up with the cash to start with can often be a challenge. Starting a savings plan isn't exactly a thrill-a-minute task, either, but it's a necessary first step. The job doesn't have to be a strain, however, if you heed these few tips.

Identify a Goal. Or two or three. Why are you deciding to start saving and investing right now? (Note: "Getting rich" isn't really a goal that will motivate you on a daily basis to do what you need to do in order to actually become a millionaire.) Then, write them down your goals, or, better yet, find a picture that represents your dream - your perfect house, a swanky sailboat, Harvard's ivy walls, or even a photo of your newborn. Then tape them to your bathroom mirror, or to your computer monitor, or to your car dashboard - anyplace where you'll be reminded on a regular basis about just what you're working towards, especially when you're scrimping and saving.

Try to find a few extra bucks each week. You don't need thousands of dollars to start building a portfolio, so don't make the mistake of putting off starting your investing plan just because you think you don't have enough cash. Start small, with a few dollars a week if that's all you can swing. Look for places in your regular routine where you can save a couple of dollars at a time and put towards your investing plan. You'd be surprised at how quickly just a little bit of cash can grow over time....


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