www.pvwealthmanagement.com
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Submitted URL: http://pvwealthmanagement.com/
Effective URL: https://www.pvwealthmanagement.com/
Submission: On January 05 via api from US — Scanned from DE
Effective URL: https://www.pvwealthmanagement.com/
Submission: On January 05 via api from US — Scanned from DE
Form analysis
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Text Content
Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. Menu * Home * Welcome To PV Wealth * Welcome Greeting WELCOME TO PARADISE VALLEY WEALTH MANAGEMENT, INC. I offer a comprehensive approach to independent financial planning and professional investment management. I've been practicing here in Phoenix for over 30 years, and have lived in Paradise Valley with my family since 1991. We offer an alternative to banks, credit unions, trust companies and brokerage houses that may not provide the personal attention and thoughtful planning you deserve. We provide comprehensive financial planning, retirement income planning and asset management services for individuals, business owners and companies. We are seeking to work with those who appreciate: * a long term trusted relationship * confidence in a seasoned, credentialed planner * high quality investments from providers such as Vanguard, Blackrock, Schwab & Fidelity * a preferred service experience * a highly competitive fee structure Explore my website and read about my background, guidelines for lower cost investing, comprehensive financial planning, and the really good business model I designed to provide a lot of value to clients. If you're visiting because you're either considering starting or changing a financial planning or advisory relationship, and you would like to explore the possibility of working together, please contact me directly. I'm easy to reach. Thank you for visiting! Mike Cummiskey CLU®, ChFC®. RICP®, CPFA Principal Services offered only where licensed to do business. Currently licensed in SD, PA, NY, NE, NC, MD, KS, IL, IA, GA, CO, AK, AR, WI, WA, UT, TX, RI, OR, OK, OH, NV, NM, NJ, NH, ND, MA, KY, IN, ID, CA, AZ. Securities and investment advisory services offered since 1994 through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Adviser. Insurance services offered through Paradise Valley Wealth Management, Inc., which is not affiliated with Woodbury * Why PV Wealth? * Putting Client Interests First * Meet Mike * Professional Designations * Meet Debbie * Community Involvement * Our Process * Simplifying Your Financial Life * About Your Wealth * Is Brokerage or Advisory Right For You? * Our Technology Focuses On You * Services * Financial Planning Based on Your Goals * Three Progressive Investing Themes * What About Annuities? * Life Insurance Consulting * Social Security Strategies * Setting Up Retirement & 401(k) Plans * Estate Planning * Planning for Long Term Care * Resources * Professional Alliances * One Minute Videos * Newsletter Archive * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Contact * Refer A Friend * Request a Brochure * Client Login * Setting Up Electronic Access * View Consolidated Account Statement * View Pershing Accounts * View MoneyGuidePro EASY ACCESS TO AN ENTIRE CAREER OF FINANCIAL PROBLEM SOLVING You can rely on our comprehensive planning, low expenses and great resources. Learn More WHAT WE PROVIDE? SIMPLICITY AND CONFIDENCE IN YOUR FINANCIAL FUTURE Ongoing reviews and reallocations help you understand and appreciate the role of each asset over your lifetime. Learn More YOUR INDEPENDENT FINANCIAL ADVOCATE With no proprietary products, you can expect customized strategies tailored to your financial goals. Learn More ENJOY YOUR BEST LIFE NOW WHILE PLANNING FOR YOUR FUTURE Take the right steps today to preserve and grow your wealth while enjoying a great life along the way Learn More EASY ACCESS TO AN ENTIRE CAREER OF FINANCIAL PROBLEM SOLVING You can rely on our comprehensive planning, low expenses and great resources. Learn More WHAT WE PROVIDE? SIMPLICITY AND CONFIDENCE IN YOUR FINANCIAL FUTURE Ongoing reviews and reallocations help you understand and appreciate the role of each asset over your lifetime. Learn More YOUR INDEPENDENT FINANCIAL ADVOCATE With no proprietary products, you can expect customized strategies tailored to your financial goals. Learn More ENJOY YOUR BEST LIFE NOW WHILE PLANNING FOR YOUR FUTURE Take the right steps today to preserve and grow your wealth while enjoying a great life along the way Learn More CULTIVATED FOR YOU YOUR GOALS ARE THE KEY TO RAMPANT GROWTH In the natural world, combinations of diverse elements make for a more beautiful environment. Similarly, groupings of diverse assets within a portfolio, and then within a financial plan, can lead to better performance and a much more beautiful result over a long period of time. We'll design your financial landscape just for you. Shouldn't you enjoy the life you want, and the long term fulfillment of your most important goals, at the same time? OUR PROCESS No two people are the same. After getting a clear understanding of your situation, my broad-based financial knowledge and experiences with clients informs every recommendation I make with only one goal in mind: your ideal future. In addition to this, leading technologies, tailored investments and a highly competitive fee structure, will make you a beneficiary of my entire career Learn more OUR PHILOSOPHY We believe every person deserves access to informed financial advice. Let us help you prepare for the future with smart creative financial strategies. Come rain or shine, let us show you how to plan for your financial future and we'll cheer your accomplishments along the way. Learn more BULL AND BEAR GO TO MARKET Learn about the difference between bulls and bears—markets, that is! Learn More PREPARATION IS THE KEY TO RETIREMENT The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more. Learn More HOW TO BAKE A PIE-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Learn More BULL AND BEAR GO TO MARKET Learn about the difference between bulls and bears—markets, that is! Learn More PREPARATION IS THE KEY TO RETIREMENT The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more. Learn More HOW TO BAKE A PIE-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Learn More BULL AND BEAR GO TO MARKET Learn about the difference between bulls and bears—markets, that is! Learn More YOUR GOALS, OUR STRATEGIES Discover an array of services to fulfill your what you're desiring in your financial life: * Tailored Investments Smart investing shouldn’t perplex, puzzle, or confound. Our well informed strategies utilizing stocks, Exchange Traded Funds (ETFs), or institutional class mutual funds, may help you pay less in fees and enjoy greater rates of return as a result. * Retirement Plans and Planning Enjoy the fruits of your labor. We can help you or your company build a retirement strategy that is sure to keep you excited for what’s to come. * Retirement Income Planning Saving is only half the retirement puzzle. Making sure your income lasts for the rest of your life (longevity risk) is perhaps more challenging. * Estate Planning Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience with attorneys and CPAs I have known for years, we'll help secure your legacy for generations to come. * Life, Disability and Long Term Care Insurance Consulting Protect your family from the financial consequences of life's unexpected events with our help. HELPFUL CONTENT Curated articles, videos, and more for a more financially savvy you. ESTATE STRATEGIES OF THE RICH AND FAMOUS The examples of famous celebrities underline the need for a clear estate strategy. Learn More A LIVING TRUST PRIMER Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. Learn More HOW TO READ YOUR CREDIT REPORT Solve a mystery while learning how important your credit report is with this story-driven interactive. Learn More HOW MUCH DO YOU KNOW ABOUT INVESTING? These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ." First Name Last Name Email Address Take the Quiz HAVE A QUESTION? WE'RE READY TO HELP. Name Email Address Phone Message Send Thank you! Oops! CONTACT Office: 480-483-3156 Toll-Free: 800-293-8087 Mobile: 602-619-7595 Fax: 480-607-3913 5401 East Sapphire Lane Paradise Valley, AZ 85253 mike@pvwealthmanagement.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Woodbury Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and investment advisory services offered through Woodbury Financial Services, Inc.[WFS], member FINRA/SIPC and a Registered Investment Adviser. Insurance services offered through Paradise Valley Wealth Management, Inc., which is not affiliated with WFS. Neither WFS, nor its representatives, offer tax or legal advice. Currently licensed in SD, PA, NY, NC, MD, KS, IL, GA, CO, AK, AR, WI, WA, UT, TX, RI, OR, OK, OH, NV, NM, NJ, NH, ND, MA, KY, IN, ID, CA, AZ. This site may contain links to information contained on third-party websites. We do not endorse or accept responsibility for the content of any third-party website nor is it affiliated with them.