Washington, DC - Phoenix, AZ
ph: 202-386-6224 / 602-912-5726
fax: 202-370-6403 / 602-912-5728
Contact us by Email
Mimi Stansbury
JD, CPA/PFS, CFP®, CDFA™
Here are some of the areas where we can help you reach your investment objectives:
Reviewing investment options for your employers retirement plans.
Rolling over your former employers retirement plans into brokerage IRA accounts where you can invest in various no-load mutual funds.
Establishing retirement plan strategies for self-employed individuals.
Allocating your retirement savings among IRA, Roth IRA and your employers plans.
Taking into account the varying degrees of risk tolerances, wide ranges of investment time horizons and different levels of cash flow needs, choosing an investment strategy is a complex decision.
We are committed to helping you through this complex process, which may include:
As a fee-only financial advisor, we do not receive any commission or any type of compensation from any of the invesment companies or mutual fund companies whose funds we recommend.
Our investment recommendations are tailored to your specific investment policy and portfolio objectives.