Our exhaustive list of services includes, but is not limited to:
Retirement Planning
If you are approaching retirement, it’s time to start thinking about how you will generate income from your retirement portfolio. If you’ve already retired, you should stay engaged in your portfolio as your needs and the markets change. At Polley Financial Group, we often work with individuals who are nearing retirement and already retired. We provide the necessary guidance and tools to help ensure your money lasts as long as it needs to.
Tax Management
If you only think of taxes once per year, you’re ignoring the crucial role taxes play in your ongoing financial plan. At Polley Financial Group, we make “tax time” a year-round slogan. We can help you take advantage of tax credits and deductions, and use pre-tax dollars to minimize your tax bill. We also work closely with CPAs to determine what strategies to use for minimizing annual and lifetime taxes.
Estate Planning
Regardless of your wealth, age or marital status, estate planning is an important part of any financial plan. If you own property, you should have an estate plan. Working in conjunction with a qualified estate planning attorney, we can help identify the loved ones you wish to receive your property, minimize the amount of taxes to be paid for your property to pass to others, and ensure your property is transferred as quickly and with as few legal hurdles as possible.
Risk Management
In life, there will always be circumstances beyond our control that can adversely affect our financial well-being. While it’s impossible to predict these events – from a weather-related catastrophe to something as common as stock market volatility – you can certainly be better prepared for them. We utilize a program called Riskalyze to calculate your true risk tolerance, then build a portfolio that contains the right amount of risk for you.
Investment Planning
Imagine going on a road trip to a place you’ve never been. You wouldn’t hop in the car and begin driving without first mapping a route to your destination, would you? You’d likely plan the route, or at least use modern technology to guide you. Think of investment planning as the GPS to your financial goals. Without one, you’d be moving forward with little to no direction. We can help create an investment plan by asking you questions about your goals, concerns, and risk tolerance.
Insurance
Insurance is an important but often overlooked aspect of your complete financial picture. It helps protect you and your loved ones against the cost of accidents, illness, disability, and death. Together, with the help of insurance professionals, we can help you gain an understanding of the many products available and determine your specific coverage needs.
Polley Financial Group
4500 South Lakeshore Drive, Suite 300
Tempe, Arizona 85282
Phone: 480-921-7706
Fax: 877-577-7706
Located inside: 2799 S 4th Ave
Yuma, Arizona 85365
Phone: 928-782-7706
Fax: 877-577-7706