1820 East Ray Road
BUSINESS DONE THE RIGHT WAY.
"THE MOST CONTRARIAN THING OF ALL IS NOT TO OPPOSE THE CROWD BUT TO THINK FOR YOURSELF." — PETER THIEL
At San Tan Planning & Investments, we believe entirely in the power of individual choice! The Financial services industry is experiencing tremendous change, some good changes and some not-so-good changes. It's critically important that when you select a financial professional to work with, you select a true fiduciary adviser that will always protect your best interest. We believe our independence and selectivity allows us to always act with your best interest in mind when providing investment advice.
The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals, not ours. Through our affiliation with Cetera Advisor Networks LLC, you will have the benefit of an independent firm with the flexibility to choose our investment management partners and products. Our guiding objective is to give you the confidence that our recommendations are based only on what’s best for you. We proactively problem-solve on your behalf, and communicate regularly with you, our strategic partners, and your team of key advisors to ensure we are each involved in the projects that matter most to you and your family.
We are affiliated with Cetera Advisor Networks, one of the premier broker-dealers in the industry. They’re responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet obligations to investors like you. But their support for our relationship goes well beyond executing trades. We have the independence and freedom to recommend the financial solutions that best suit your needs—no sales quotas to fulfill or proprietary products to push—ensuring your objectives are what drive all decisions, while Cetera Advisor Networks’ network of people and resources help us pursue your unique goals and vision for the future.
While a broker-dealer helps supervise and facilitate the trading that converts your money into invested assets, those assets are held by a custodian. Cetera Advisor Networks works with Pershing LLC to custody investor assets in brokerage accounts and advisory accounts. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation’s oldest continuously operating bank and one of the world’s leading providers of securities services.
At San Tan Planning & Investments, we strive to add value to our clients by understanding what their needs and objectives are. Our approach is consultative, objective and committed to excellence. The client dictates the focus and objectives, and we bring our extensive experience along with the resources of our broker/dealer, Cetera Advisor Networks LLC.
Independence offers huge benefits for our clients. By not having a corporate agenda or having the pressure to sell specific proprietary products, our independence gives us the ability to choose investments and insurance products from a whole universe of providers. This allows us to truly choose the best investments possible for our clients at the greatest value possible, while providing us the flexibility to adjust and create portfolios that uniquely suit our clients risk tolerance and financial objectives.
Financial Planning in the modern world today has been made unnecessarily complex. Our goal with our clients is to simplify the investment experience without sacrificing thoroughness. Our experience allows us to focus on providing uncomplicated advice through a system we have developed called the “Core Review Process.”
Our guiding principle is to give you the confidence that our recommendations are based only on what is best for you. As financial professionals, we have a legal and professional obligation to act in a fiduciary capacity when working with advisory accounts and always do what is in your best interest. Always. Most of all - You will always be treated like family, we will respect your assets no matter what your current financial situation may be, and we will strive to educate you - not just advise you.
We maintain an unwavering commitment to meet and exceed expectations every step of the way. We have implemented our own “Client Service Standards” aimed at providing our clients with a truly outstanding client experience.
We strive to help our clients navigate their way through the inevitable turbulence that hits the financial markets. We proactively problem-solve on your behalf, and communicate regularly with you, our strategic partners, and your team of key advisors to ensure we are each involved in ensuring that you have an effective plan in place at all times to meet the many challenges we face today.