Find a Financial Planner in Carefree, AZ

 

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We Only Work With The Best Carefree Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Carefree, AZ


  • Financial Advisor Close to Carefree, AZ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Carefree Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Carefree area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Carefree can include managing client retirement accounts, investments, tax plans, and more.
67.9% of Carefree's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Carefree area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Carefree area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Carefree area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Carefree area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Arizona has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Carefree area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Carefree area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Carefree, AZ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

 

 

Find a Fee-Only Financial Planner Near Carefree, AZ

We evaluated over 13,000 RIA firms to bring you the best of the best Carefree financial advisors.
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How Retirement-Friendly is Carefree, AZ?

  • Population: 3,811
  • % of Population 62 Years and Over: 67.9%
  • Average Home Value: $820,900
  • Average Monthly Housing Cost: $1,121
  • Average Household Income: $151,545
  • Arizona Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Arizona Property Tax: 2.53% (17th Lowest in U.S.)
  • Arizona Individual Income Tax: 1.43% (11th Lowest in U.S.)
  • Arizona Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Carefree, AZ


GRAY LION CAPITAL

Website

(480) 284-0384

100 Easy Street
#852
Carefree, AZ 85377

SEC#: 801-116919
Years in Business: 2 years