Phoenix is a marvelous city, full of breathtaking nature and an endless number of things to do.
If you’re in the mood to see incredible geologic formations, head over to the Grand Canyon, Petrified Forest National Park, Saguaro National Park, or Monument Valley. If sports are your thing, you can catch the Suns, Cardinals, Diamondbacks, Coyotes, and Mercury in action—as well as your favorite collegiate teams. Some of the best golf courses in the world are also near the Phoenix area, which is why the PGA Tour holds the Phoenix Open in nearby Scottsdale every year. Due to Phoenix’s favorable winter climate, Major League Baseball holds spring training in the area every year, too.
Taxes are one of life’s largest expenses. EP Wealth can help with tax projections, planning, and the preparation of returns with our on-staff CPA to help you make informed decisions.
With shifting tax codes and regulations, it’s important to make sure your estate plan is up to date. EP Wealth can review your estate plan and partner with your estate attorney to protect your estate and fulfill your legacy wishes.
A successful financial plan is about more than portfolio performance. It’s a pathway that takes you from where you are to where you truly want to be.
If you're looking to create a financial plan and a custom investment portfolio for your goals, talk to one of our Phoenix financial advisors today!