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Smart Planning Made Simple

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KEVIN M. SCHAEFER, CFP®
CERTIFIED FINANCIAL PLANNER™

Investment Advisor Representative, (Series 65), Securities Registration CRD: 5645639, Arizona Insurance License (#885929)

 

• Full Service Estate Planning
• 401K Rollover & Retirement
• Tax Strategy & Planning

4147 N. Goldwater Blvd, Ste 101
Scottsdale, AZ 85251

Office (480) 306 – 7823 | Toll Free (844) 637-0514
Fax (480) 306 – 8045

Email: kevin@SpiritWestPlanning.com

We are currently in the process of building our new website

Investment advisory services offered through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Spirit West Certified Planning, LLC. is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Spirit West Certified Planning.