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.

CONTACT

RESOURCES

TOOLS

SERVICES

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

Quick Links

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.

Securities are offered through Cadaret Grant & Co., Inc., (Cadaret Grant) (Member FINRA/SIPC). Advisory services are offered through Cadaret Grant, an SEC Registered Investment Advisor This site may contain links to information contained on third-party websites.

This communication is strictly intended for individuals residing in the states AZ, CA, CT, DE, FL, MA, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.