Yavapai Financial Planning LLC

Yavapai Financial Planning

Yavapai Financial Planning, LLC, is a Registered Investment Advisor in Prescott, Arizona providing independent fee-only financial planning and investment management services. You should contact us if you are interested in:

One-stop shopping for risk management, education planning, investment management, tax planning, retirement planning and implementation, estate planning, and charitable gift planning conducted by Certified Financial Planning Practioners®.

Advisory fees that are less than half the fees charged by most brokerage and investment advisory firms.

Financial planning and investment services that always use a fiduciary standard that is 100% objective, free of conflict, and in your best interest.

Diversified investment portfolios constructed using Nobel Prize winning strategies that provide superior, risk-adjusted returns in a long term, tax efficient manner.

Low overall investment costs using no-load low expense ratio DFA Dimensional funds, fixed income ladders, and low trading and custodian costs at TD Ameritrade.

Low cost individual and small business retirement plans

Free initial consultations and portfolio reviews.

Feel free to call us at 928-445-1673 for a free, no obligation consultation.