Tom Fischer Financial Advisor Scottsdale I have been exclusively in the financial services business for over 23 years now. I have a finance degree and being a financial advisor is what I have always wanted to do. I am a native Arizonan. I enjoy learning about my clients, their businesses, and their families. I am married with two young sons that love the outdoors.I Do in depth Planning For Motivated People My ideal client is an individual or business owner that is interested in planning for their financial future. The majority of these individuals are nearing retirement or already retired. They desire a financial advisor to help them maintain, consolidate, and above all ORGANIZE their financial structure. Many have already done some level of financial planning but wish to take their planning to the next level. This Is How I Do It My proven process allows me to gather the data, I help them identify, and plan for Critical Life Events, I can easily say we leave no stone left unturned. I am looking to fill the gaps in your current plan with innovative investment, insurance, and estate planning strategies. All this while keeping your goals in sight and adapting as needed when change occurs . Please know that my primary role is that of a "Transition Specialist". Life changes and many times you find yourself in transition. Usually this transition is from working to not working "retirement", but then we see other transitions that are not as fun, but very real never the less, like a death in the family or a divorce. Many of the these transitions involve money and wealth movement. Making the right decisions at these times of transition can have life long impact.My team does business as Arizona Financial Plan. Please contact 480-614-6427 to arrange a free consultationSpecialties: Listening,Financial planner, wealth management, retirement planning, insurance, estate planning, portfolio construction, financial advisor, action sports, professional athletes
Listed skills include Retirement Planning, Investments, Strategic Financial Planning, Wealth Management, and 36 others.