Our Services

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Your personal assessment at Destination Wealth Advisor Group  begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals and risk tolerance.

With changing economic conditions and market swings, we advocate a diversified investment strategy over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you`re confident in and comfortable with the financial strategies we recommend.

Some of the services we offer:

Portfolio Management

Guaranteed Income Solutions

Tax Planning and Preparation*

Retirement Planning

Estate Conservation

Risk Management

Cash Management 
 

 

 

Email Rich at:  rbolek@destinationwealthaz.com

Email Dave at: dhickson@destinationwealthaz.com

 

* These services are not offered through Independent Financial Group