Helping you retire well for nearly 30 years

Arizona Financial & Estate Planning

Financial freedom and stability don't happen by accident. They need careful planning and a dedicated professional to help guide you through the various financial instruments that will make up a solid financial portfolio. It's also true that one-size does NOT fit all. Knowing which instrument to use to fit YOUR particular situation requires experience and careful planning, something which David brings to the table in abundance.

What financial instrument should I use?

As mentioned above, there are many and varied instruments that can make up a well thought out financial strategy. Also, as previously mentioned, there is no one-size-fits-all magic bullet. Only a detailed assessment of your current situation and goals can point you in the correct direction. Please contact David for a sit-down and assessment.

7075 W. Bell Road. Ste 8, Glendale, AZ 85308

Contact

Sound Advice Financial Planning - David Lesnick

Mobile: 623 640-7785

Office: 623 878-6470

Fax: 623-327-1277

7075 W. Bell Road. Ste 8
Glendale, AZ 85308

FINRA Series 7, 24, & 63
AZ Insurance Lic #10477
CA Insurance Lic #OB13780

dlesnick@ae.cadaretgrant.com

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