AS FEATURED ON:
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Life Planners is engaged, or continues to be engaged, to provide investment advisory services.
About Us
Financial Life Planners is a Registered Investment Advisory (RIA) firm headquartered in Phoenix, Arizona. Since 2001, they have served clients throughout the United States. Focused on goals-based, comprehensive financial planning and investment management, the firm has received numerous awards and accolades, including being named one of the “Best Financial Advisor Firms in Arizona” by Investor.com.
Financial Life Planners is committed to helping clients establish their best wealth-building habits so that they can achieve their financial goals.
Our Owners
Cynthia Fick and Gina Giachetti Wight are the co-owners of Financial Life Planners. Both are Series 65 registered legal fiduciaries adhering to the highest levels of responsibility in the industry. Combined, they have over 50 years of experience in the field of finance and investing.
Our goal is for you to feel relieved and confident that your financial plan is completely realistic and achievable, and that “you can do this!”
Our Services
Financial Life Planners helps you build a secure financial future with comprehensive financial planning services.
We specialize in helping clients to create a plan tailored to their individual goals and needs.
INVESTMENT
MANAGEMENT
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Managed Account
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Low Fees
Our team offers comprehensive financial and investment services tailored to your needs.
FINANCIAL
PLANNING
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Tax Planning
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Roth Conversions
We provide comprehensive financial planning that is holistic to help you achieve your financial goals
RETIREMENT
ADVICE
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Income Planning
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Dynamic Distributions
We provide you with a retirement plan that maps out your distributions so you never have to worry about your next paycheck.
INSURANCE
SOLUTIONS
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Insurance Planning
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Asset Protection
We review your coverage to make sure you and your loved ones are protected. We have solutions to also protect your assets.
FINANCIAL SERVICES
We take a comprehensive and holistic approach to your finances.
SOCIAL SECURITY PLANNING
We utilize the latest software to go over potential claiming strategies and maximize your benefits.
VETERAN BENEFITS
We serve those that served us with the respect and special care they deserve.
FEDERAL EMPLOYEES
We have the expertise and experience helping federal employees.
"We hold ourselves to incredibly high standards. Yours."
Our Process
At Financial Life Planners, we understand that your life is unique — and so are your goals and dreams for the future.
We design financial strategies tailored to help you meet those goals. We provide you with honest, straightforward advice and help you find the right solutions to match your unique needs.
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1.
DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2.
EVALUATE
Using the FLP Portfolio Review, we’ll examine your current financial situation and determine your retirement needs.
3.
PLAN
Receive a custom strategy designed to help you reach your unique retirement goals.
INSTANT DOWNLOAD
HOW TO PREPARE FOR THE NEXT BIG RECESSION
Check out this FREE instant download on how to protect your retirement in volatile markets and covers the following:
How to properly diversify your assets to prepare you for any type of market scenario
How to review the risk and fees you are taking while investing in the market
