They say it takes a village to raise a child. Well, in the financial world, it takes a great team to provide clients with stellar service. Shanna has a passion for helping empower others with their financial futures, and in doing so, has surrounded herself with an amazing team. Let us be your first choice in a financial and retirment planner partner. Serving Gilbert, Chandler, Tempe, Mesa, Scottsdale and Phoenix, Arizona. Meet our talented team here!
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There are many ways an advisor can get paid. Some are complex and not always in your best interest. An advisors fee structure should be transparent and should give you the peace of mind that they are working for you every day, not just when you want your money moved. Find out about our fees here!
Ask anyone to list their goals, and it is practically a guarantee that they will say becoming a millionaire. While having more than a million dollars in the bank may seem like a distant goal, the..
Now that you’ve received your list of SmartVestor Pros, what is the next step to finding a pro who is right for you? These questions will help you know what to look for when you talk to any investing..