Skip to Content
chevron-left chevron-right chevron-up chevron-right chevron-left arrow-back star phone quote checkbox-checked search wrench info shield play connection mobile coin-dollar spoon-knife ticket pushpin location gift fire feed bubbles home heart calendar price-tag credit-card clock envelop facebook instagram twitter youtube pinterest yelp google reddit linkedin envelope bbb pinterest homeadvisor angies

Financial Planning and Analysis in Phoenix, AZ

At Sun Cities Financial Group, we understand that navigating the Arizona retirement system can be complex and confusing. Our goal is to make retirement and personal financial planning stress and worry-free for our clients. We work closely with each client to fully understand their financial landscape and help them reach their short and long-term financial goals. One of the questions we are asked most often is, “What is financial planning?” We provide straightforward education, resources, and information to our clients so they can make informed decisions about financial planning for retirement and getting the most out of their retirement and savings accounts. Keep reading to find out why you should choose our team of certified financial advisors for financial planning and analysis in Phoenix, AZ.

When & Why Should You Visit a Financial Advisor?

While not everyone needs to visit a financial advisor, most people can benefit from at least meeting with one once in their lives to understand the benefits of robust financial planning. Studies have shown that working with a financial advisor can increase your returns by 3% each year. Experts recommend visiting a financial advisor when:

Financial Planning and Analysis in Phoenix, AZ
  • Graduating from college.
  • Getting married.
  • Expanding your family.
  • Starting a business.
  • Experiencing a windfall or major change in your finances.
  • Needing financial advice from an expert.
  • Developing a strategy for retirement or estate planning.
  • Investing in real estate or the stock market for the first time.
  • Getting an inheritance.
  • Setting up your first IRA or 401(k).

Why Choose Us for Personal Financial Planning

We have over 15 years of experience in certified financial planning in Arizona. We have earned a reputation for excellence in the industry due to our honesty, integrity, and commitment to building strong, personal relationships with our clients. We have helped thousands of clients reach their financial goals through robust, flexible financial planning and analysis. Each member of our team is dedicated to highly individualized financial planning services and ensuring that their clients earn the highest yields with the lowest risks. When you choose us, you are getting a company that is:

  • Locally owned and operated.
  • Tied to the Arizona community.
  • Accredited with an A+ rating from the Better Business Bureau.
  • Experienced in all elements of the financial planning process.
  • Committed to providing services for the best interests of our clients.
  • Dedicated to going above and beyond for each client and exceeding their expectations.
  • Trustworthy, professional, and discreet.

Our Comprehensive Financial Planning Services

We specialize in comprehensive financial planning services that can be tailored to meet the needs of individuals or families. During our initial consultation with you, we will discuss your short- and long-term financial goals, assets and liabilities, income, dependents, current financial and investment accounts, retirement plans, existing estate planning documents, and more to thoroughly understand your current financial landscape. We will then outline the most relevant financial and retirement planning elements that will help you reach your goals. We specialize in:

Our Approach to the Financial Planning Process

We take a comprehensive and highly personalized approach to the financial planning process. We recognize that no two clients are alike, so we don’t take a ‘one size fits all’ approach. Our goal is to fully understand your needs and develop a financial and retirement plan that is as close to foolproof as possible. We want to give you the best possible guaranteed rates for your money and tailor our services to ensure the highest possible returns in the market. We put our clients at the center of every decision we make for our company and always have our client’s best interests at heart.

Begin Your Financial Planning for Retirement

If you’re ready to begin your financial planning for retirement in Phoenix, AZ, our team at Sun Cities Financial Group is standing by, ready to help. We are friendly, knowledgeable, and dedicated to providing straightforward services that are simple to understand and follow. If you have avoided retirement planning in the past because you think it’s too complicated for you to understand, our personal financial planning advisors can make sure you understand each step of the process and are empowered to take control over your future finances. Call us today or contact us online to schedule a consultation.

Learn How We Can Help You with Financial Investments!