Don’t let wealth be a pipe dream. Let us pave your road to a strong financial legacy.
Our financial planning services will focus on maximizing your income and investments to help you generate and manage wealth. At the same time, we can help you work toward major financial landmarks throughout your life, such as paying off student loan debt or purchasing your first home.
As financial advisors, we do more than simply forward you quarterly investment statements. Our driving goal is to help families attain the financial legacies they deserve. We’re here to help you make sound financial decisions throughout your life based on your specific needs and goals. However, we know that you don’t want to spend all your free time thinking about your finances. So, we keep our process easy and simple.
Chrissy and Clay are here to be partners in your success.
The first step of our financial planning process is an income analysis. This analysis looks at your current income, assets, investments, and savings. It also assesses your potential income, likely income needs in retirement, and current debt. From here, we can help you work toward more immediate goals. These may include college funding, gifting strategies, or reaching a specific monetary target for your personal wealth.
We’re always seeking out new investment products and professional growth opportunities. As a result, we can offer a robust variety of financial planning tools. We can point you to the right investments and mutual funds to start building a stronger financial future. When you reach your retirement age, we’ll focus on meeting your growth and income needs.
It’s never too early to start planning for your future. Chrissy and Clay are happy to work with clients who are just entering their careers, as well as those preparing to retire in the next few years. As a father-daughter team of financial advisors, we cater to a wide range of planning needs. To sit down with Clay or Chrissy Frey for an in-depth analysis of your financial planning needs, call our central Tucson office to schedule an appointment.