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Submission: On March 22 via api from US — Scanned from US
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(480) 447-7790 info@amafinancialadvisors.com * Facebook * Twitter * Instagram * RSS * Facebook * Twitter * Instagram * RSS * Schedule Free Consultation * AMA Financial Advisors * Services * Fees * Blog * Impact * Effective Altruism * About * Contact Select Page * AMA Financial Advisors * Services * Fees * Blog * Impact * Effective Altruism * About * Contact * Schedule Free Consultation AMA Financial Advisors focusing on Athletes, Musicians, and Actors * Financial planning for all phases for your career through retirement. * Comprehensive: investment management, retirement planning, taxes, estate planning, insurance * Fee Only Fiduciaries: we do not receive any commissions and do not sell any products – unbiased. Start Here FINANCIAL PLANNING FOR ATHLETES AND ENTERTAINERS We have experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age. We work to develop a compreshensive plan so that you are financially secure through retirement. FEE-ONLY FIDUCIARIES Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. COMPREHENSIVE We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. Schedule Free Upfront Meeting INDEPENDENT COMPREHENSIVE FIDUCIARY FINANCIAL PLANNERS N WE DO NOT RECEIVE COMMISSIONS OR SELL PRODUCTS. N WE ARE COMPREHENSIVE FINANCIAL PLANNERS HELPING YOU FORMULATE A UNIFIED PLAN. N WE WORK ONLY FOR YOU, AS A FIDUCIARY, TO REPRESENT YOUR BEST FINANCIAL INTEREST WITH 100% LOYALTY. OUR CLIENTS’ IDENTITIES AND THEIR FINANCIAL INFORMATION ARE COMPLETELY CONFIDENTIAL. INVESTMENT MANAGEMENT RETIREMENT PLANNING TAX PLANNING INSURANCE ANALYSIS ESTATE PLANNING IMPACT INVESTING SUSTAINABLE, RESPONSIBLE, IMPACT INVESTING * WE HAVE EXTENSIVE EXPERIENCE IN SUSTAINABLE, RESPONSIBLE, IMPACT INVESTING (SRI) * SRI IS AN INVESTMENT STRATEGY SEEKING TO MAXIMIZE BOTH FINANCIAL RETURN AND SOCIAL GOOD. * ALSO KNOWN AS ENVIRONMENTAL, SOCIAL, GOVERNANCE (ESG); SOCIALLY CONSCIOUS; SUSTAINABLE; ETHICAL, IMPACT AND SOCIALLY RESPONSIBLE INVESTING. * WE HELP CLIENTS INVEST IN-LINE WITH THEIR VALUES AND MAKE POSITIVE CHANGES. * SRI INCLUDES: SCREENING, SHAREHOLDER ADVOCACY AND COMMUNITY INVESTING. * BILL HOSTS A PODCAST CALLED IMPACT FINANCIAL PLANNERS ON THE TOPIC. WE OFFER A FREE EBOOK. AMA IS A MEMBER OF IMPACT INVESTING FIRMS AND FIRST AFFIRMATIVE. * YOU CAN USE ESG FACTORS IN YOUR INVESTMENT DECISIONS WITHOUT SACRIFICING RETURN ON YOUR INVESTMENTS. Learn More INVESTMENT PILLARS N DIVERSIFICATION N STRATEGIC REBALANCING N LOW EXPENSES N TAX MINIMIZATION / DEFERRAL N IN-LINE WITH YOUR VALUES WHY CHOOSE AIO FINANCIAL? AS FEE ONLY FIDUCIARIES, WE’RE DIFFERENT FROM 90% OF OTHER FINANCIAL ADVISORS * We have no conflicts of interest – we do not receive any commissions and we do not sell any products * We are only compensated by you, our client * We are unbiased in our recommendations * We can assist you in any financial area you want help with – we do not need to sell a product to get compensated, so we can help with retirement planning, taxes, insurance, estate planning, debt reduction along with investment management – to give you comprehensive financial support. * We work for you, not an insurance or mutual fund company – no commissions no product sales * We are fiduciaries – bound by the highest standard of care COMPETITIVE FEES AIO Financial fees are based on the amount of assets that we manage for you. We assist with all other aspects of your financial well being as part of our service, including: retirement planning, advising on accounts that we do not manage (such as 401k’s), taxes, insurance, estate plan, … COMPREHENSIVE FINANCIAL PLANNING We work with you on all aspects of your finances to develop a unified comprehensive plan. In addition to investment management, we work with you on retirement planning, tax planning, insurance, estate plan, spending plan, and education planning. UNIQUE ISSUES FOR PROFESSIONAL ATHLETES AND ENTERTAINERS N HIGH EARNINGS FOR LIMITED TIME N HIGH EARNINGS EARLY N INCONSISTENT / UNPREDICTABLE INCOME N HIGH RISK INVESTMENT TEMPTATIONS N IMAGE TO MAINTAIN / COMPARING TO OTHERS N INJURY IMPACT ON INCOME N HIGH TAX OBLIGATIONS N FAMILY & FRIEND FINANCIAL OBLIGATIONS BROAD INVESTMENT OPTIONS * Because we do not earn commissions and do not sell products, we can meet our clients’ needs using a wide variety of investment vehicles. * We provide individualized investment portfolios based on our clients’ risk tolerance and time horizon. * We invest in domestic and international stocks, bonds, alternative investments, and structured products. N INDIVIDUAL STOCKS N BONDS (CORPORATE, MUNICIPAL) N ALTERNATIVE INVESTMENTS N MARKET LINKED CDS N BUFFERED ENHANCED NOTES N TREASURIES AND CDS N LIMITED PARTNERSHIPS N EXCHANGE TRADED FUNDS (ETF) N UNTRADED REITS N MUTUAL FUNDS FINANCIAL SOLUTIONS FOR MUSICIANS, ACTORS, AND ATHLETES N ENSURE THERE ARE ADEQUATE LIQUID FUNDS TO COVER SPENDING NEEDS N DEVELOP RETIREMENT / SPENDING PLAN N REVIEW INSURANCE COVERAGE N DEVELOP PLAN TO MINIMIZE TAXES N ENSURE APPROPRIATE ESTATE PLAN IN PLACE N INVEST CONSIDERING TIME HORIZON AND RISK TOLERANCE AMA FINANCIAL ADVISORS IS BOUND BY A FIDUCIARY DUTY. WE DO NOT RECEIVE COMMISSIONS OR SELL PRODUCTS SO WE CAN BE UNBIASED AND PUT YOUR NEEDS FIRST. Start Here STAY CONNECTED WITH AMA FINANCIAL ADVISORS Keep up with the latest from AMA Financial Advisors. Los Angeles, Phoenix and Virtural (480) 447-7790 (424) 358-5410 bill@amafinancialadvisors.com AMA Financial Advisors Success! Now check your email to confirm your subscription. There was an error submitting your subscription. Please try again. First Name Email Address We use this field to detect spam bots. If you fill this in, you will be marked as a spammer. Sign Up w INFO@AMAFINANCIALADVISORS.COM 9375 E SHEA BOULEVARD, SUITE 100 SCOTTSDALE, AZ 85260 (480) 447-7790 333 SOUTH WABASH AVENUE SUITE 2700 CHICAGO, IL 60604 (773) 938-3787 WWW.AMAFINANCIALADVISORS.COM 433 N. CAMDEN DRIVE 4TH & 6TH FLOORS BEVERLY HILLS, CA 90210 (424) 358-5410 * Follow * Follow * Follow * Follow * Follow * Follow MVP BLOG the Latest FREE INVESTMENT EBOOK Download * AMA Financial Advisors * Services * Fees * Blog * About * Impact * Contact * Facebook * Twitter * Instagram * RSS Copyright © 2024 AIO Financial, LLC. AMA Financial Adivsors division of AIO Financial, LLC. All Rights Reserved.