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FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
ASSURED FINANCIAL, LLC | 14362 N FRANK LLOYD WRIGHT BLVD., SUITE 1000 | SCOTTSDALE, ARIZONA 85331 | OFFICE: 480-305-5661 | MOBILE: 480-277-1212
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Assured Financial and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. © Copyright 2018. Unauthorized duplication of the contents of this website are prohibited.
We have the expertise to guide you to
a successful financial future one step at a time.
At Assured Financial, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Our Mission for Success
At Assured Financial, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
GET A FREE RETIREMENT ANALYSIS
www.afsarizona.com | 480-305-5661
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
Our unique approach to your growth begins with
getting to know you and understanding your needs.
With great power comes great responsibility, and at Assured Financial we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at Assured Financial we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Assured Financial it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
CAN YOU RETIRE COMFORTABLY? CLICK HERE.
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
www.afsarizona.com | 480-305-5661
Meet the president of our company, Jeff Holmes.
MBA, Certified Estate Planner*
Jeff Holmes offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. Jeff's focus is on income and estate tax strategies, assisting clients looking to preserve wealth, and increase assets and income. He has been in the financial services industry for 24 years and holds the following securities registrations: Series 7, 65, and 63, as well as Life, Accident & Health, Disability and Property & Casualty Insurance licenses.
Jeff grew up in Deming, New Mexico and received his Bachelor of Science degree in Civil Engineering Technology as well as a Master's of Business Administration from New Mexico State University (NMSU). During his college years he played for the NMSU tennis team. He lived in New Mexico until 1993 when he moved his family to sunny Arizona.
Jeff stays involved in the community and has a passion for teaching. He is an instructor and teaches various Retirement Planning Courses at local Arizona community colleges. He is also active in his church and enjoys spending time with his family, exercising, and, playing tennis. Jeff now lives in Cave Creek, AZ with his wife, Jesslyn, and their daughter, Jasandra.
CONTACT JEFF NOW
www.afsarizona.com | 480-305-5661
*The designation Certified Estate Planner is issued by the AACEP.
Assured Financial can assist you in
every aspect of your financial life.
Assured Financial was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Retirement Goals
Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
401k Planning
What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.
For our complete list of services, give us a call.
Insurance Products
Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.
Education Planning
The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.
Financial Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
GET A FREE RETIREMENT ANALYSIS
www.afsarizona.com | 480-305-5661
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
We are here to serve you 24/7/365.
Contact us here anytime.
Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.
ASSURED FINANCIAL, LLC | 14362 N FRANK LLOYD WRIGHT BLVD., SUITE 1000 | SCOTTSDALE, ARIZONA 85331 | OFFICE: 480-305-5661 | MOBILE: 480-277-1212
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Assured Financial and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. © Copyright 2018. Unauthorized duplication of the contents of this website are prohibited.
