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Money Wise works with friends and neighbors throughout the greater Phoenix area to help meet their financial goals. We are a financial planning firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With Money Wise, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our knowledge and experience can assist you with bridging the gap between your working and retirement years.

Contact us at kelly@moneywiseaz.com or call us at (480) 556-6600 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

 

Nancy Fromm &
Cristina Acosta

co-founders

With more than 50 years combined experience we develop a plan to assist our clients during the transition from work to retirement. We take a holistic approach to income planning by addressing the different areas that can impact our clients’ financial lives.

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Privacy Policy | Terms

Investment Advisory Services offered through Brookstone Capital Management LLC (BCM), a Registered Investment Advisor. Money Wise and BCM are not affiliated with each other.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Money Wise is not affiliated with or endorsed by the Social Security Administration or any other government agency.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.