Win Win Investment Planning, LLC

CONNECT

Address:

575 W. Chandler Blvd., Suite 220
Chandler, AZ 85225-7534

Phone:

480-890-0100

Fax/Other:

480-890-7826

FAQ

 

Q:  How do I know if I'm on the right track in planning for my family's financial future?

A:  In this day and age of specialization, everyone has limited time (168 hours each week) to devote to things as they wish: work, family, friends, hobbies, just to name a few. Win Win Investment Planning specializes in Financial and Estate Planning. Investment planning decisions are important throughout your life. Have a professional ensure that your planning is on track. A second opinion is usually a good idea.

 Q:  I want to maintain my current life style, now and into the future. How do I do this?

A:  Increasing income and decreasing taxes are two of the major focuses we deal with here at Win Win Investment Planning on a daily basis. Careful financial planning focuses on goal setting and attainment. Cash management, flow and adequate reserves are part of the normal planning process, as well as working with your current tax advisor to decrease taxes.

Q:  Why should I trust you? (Often thought but not asked...)

A:  Raised in a home with strong values, I was taught the importance of integrity and honesty. I have held these values and made them an essential part of the way I conduct my business. I know anyone can say these words and may not mean them, so this aside. Also, this industry is closely regulated by the Securities and Exchange Commission.

Q:  How long are you going to be in business?

A:  I have spent years building a successful financial planning service. My plan is to continue growing and servicing my clients until my retirement some time in the 2020s.

Q:  Can you do "fee only" financial planning?

A:  Yes. We can also use the traditional commission basis, if requested.

Q:  Where is your office?

A:  575 W Chandler Blvd, Suite 220, Chandler, AZ 85225-7534.

Q:  What are your "normal" hours?

A:  Monday through Friday 9:00 a.m. until 5:00 p.m., however our team has been known to stay late or work six days a week by appointment.

Q:  Do you teach or offer any workshops or classes?

A:  We hold classes or workshops on demand. These are for the beginner investor as well as the more experienced investor who is looking for answers to specific questions. Everyone is invited to join us for these free informative workshops. I have also been an instructor at University of Phoenix for many years and enjoy meeting people and discussing their questions.

Q:  What is the difference between Win Win Investment Planning and SagePoint Financial, Inc.?

A:  Everyone working in the securities industry must be regulated. Win Win Investment Planning uses SagePoint Financial, Inc. as our broker-dealer. Win Win Investment Planning does the planning, and if securities are in the plan, they are provided using SagePoint Financial, Inc.

Q:  Why should I work with an investment and planning professional, instead of "doing it myself"?

A:  In this day and age, we can and should do many things ourselves. I do. However, I know your time is valuable. Choices have to be made. We cannot become experts in all areas of life. Having a full-time professional investment advisor to watch, manage and help your money to grow, can be money well spent. Let us do for you what we do best, and your precious time may be used for the things you love - your family, your home, hobbies, etc.

Q:  Am I doing everything I can to save money for the future, and saving as much as possible in taxes?

A:  A complete financial review can help to answer these important questions. Are your wills up-to-date? Do you have a living trust? Do you have an estate plan? Can you add any more to your 401(K) or IRA? What is the ROTH IRA and does it work for you? Do you have a financial plan? These and other important questions can be answered in an in-depth personal review.

Q:  What are the costs?

A:  There is never a charge for the initial meeting, which lasts approximately one hour. After this there are different options available that we can discuss to use the best approach for you.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck